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 | $100,720 | $227,396-55.7% | $442,409-77.2% | $116,875-13.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 88.0%+12.0pp | 74.5%+25.5pp |
| Annual return | 17.69% | 16.35%+1.3pp | 90.53%-72.8pp | 16.29%+1.4pp |
| Employer contribution / active EE | $7,860 | $5,244+49.9% | $7,697+2.1% | $3,288+139.1% |
| Participant deferral / active EE | $8,863 | $7,352+20.5% | $7,555+17.3% | $3,885+128.1% |
| Admin fee / account holder | $14,428 | $16,310-11.5% | $51,603-72.0% | $12,263+17.7% |