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 | $57,437 | $86,929-33.9% | $102,423-43.9% | $80,856-29.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 22.20% | 18.88%+3.3pp | 29.32%-7.1pp | 35.59%-13.4pp |
| Employer contribution / active EE | $1,856 | $2,369-21.6% | $3,023-38.6% | $2,755-32.6% |
| Participant deferral / active EE | $5,655 | $4,118+37.3% | $5,053+11.9% | $4,296+31.7% |
| Admin fee / account holder | $3,672 | $8,049-54.4% | $9,451-61.1% | $6,918-46.9% |