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 | $59,685 | $87,540-31.8% | $75,781-21.2% | $125,391-52.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 12.44% | 13.48%-1.0pp | 9.68%+2.8pp | 282.22%-269.8pp |
| Employer contribution / active EE | $3,348 | $3,930-14.8% | $3,323+0.8% | $4,866-31.2% |
| Participant deferral / active EE | $8,495 | $4,229+100.9% | $3,651+132.7% | $5,352+58.7% |
| Admin fee / account holder | $4,616 | $6,502-29.0% | $5,299-12.9% | $9,540-51.6% |