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 | $73,967 | $88,707-16.6% | $74,183-0.3% | $273,961-73.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.17% | 11.94%+1.2pp | 17.74%-4.6pp | 41.45%-28.3pp |
| Employer contribution / active EE | $3,466 | $3,159+9.7% | $2,370+46.2% | $4,869-28.8% |
| Participant deferral / active EE | $10,609 | $4,212+151.9% | $3,550+198.9% | $5,287+100.7% |
| Admin fee / account holder | $486 | $8,717-94.4% | $5,586-91.3% | $10,132-95.2% |