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 | $44,567 | $117,859-62.2% | $102,438-56.5% | $145,959-69.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.70% | 31.72%-19.0pp | 29.37%-16.7pp | 561.95%-549.2pp |
| Employer contribution / active EE | $3,099 | $3,615-14.3% | $3,024+2.5% | $4,661-33.5% |
| Participant deferral / active EE | $8,425 | $5,732+47.0% | $5,054+66.7% | $6,689+26.0% |
| Admin fee / account holder | $5,915 | $13,318-55.6% | $9,448-37.4% | $13,398-55.9% |