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 | $64,296 | $117,983-45.5% | $101,794-36.8% | $142,382-54.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.71% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,314 | $2,773-16.5% | $2,289+1.1% | $4,299-46.2% |
| Participant deferral / active EE | $5,515 | $4,714+17.0% | $4,084+35.0% | $6,507-15.3% |
| Admin fee / account holder | $1,532 | $10,433-85.3% | $8,777-82.5% | $12,624-87.9% |