See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,995 | $135,952-66.2% | $123,892-62.9% | $273,961-83.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.89% | 56.63%-52.7pp | 47.52%-43.6pp | 41.45%-37.6pp |
| Employer contribution / active EE | $6,664 | $5,170+28.9% | $4,617+44.3% | $4,869+36.9% |
| Participant deferral / active EE | $4,533 | $6,343-28.5% | $5,984-24.3% | $5,287-14.3% |
| Admin fee / account holder | $8,106 | $9,817-17.4% | $8,357-3.0% | $10,132-20.0% |