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 5-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 | $47,481 | $76,050-37.6% | $96,544-50.8% | $71,457-33.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 16.66% | 22.81%-6.1pp | 25.84%-9.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,409 | $2,244+7.4% | $2,965-18.7% | $2,588-6.9% |
| Participant deferral / active EE | $4,873 | $4,215+15.6% | $4,851+0.5% | $4,289+13.6% |
| Admin fee / account holder | $316 | $2,707-88.3% | $8,252-96.2% | $1,587-80.1% |