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 | $65,132 | $45,073+44.5% | $69,455-6.2% | $72,985-10.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 17.46% | 22.65%-5.2pp | 28.97%-11.5pp | 81.00%-63.5pp |
| Employer contribution / active EE | $3,144 | $2,054+53.1% | $2,779+13.1% | $2,440+28.9% |
| Participant deferral / active EE | $2,581 | $2,602-0.8% | $3,535-27.0% | $3,607-28.5% |
| Admin fee / account holder | $7,133 | $3,056+133.5% | $3,839+85.8% | $5,124+39.2% |