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 | $61,243 | $72,277-15.3% | $101,248-39.5% | $79,858-23.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 22.21% | 22.30%-0.1pp | 46.47%-24.3pp | 31.71%-9.5pp |
| Employer contribution / active EE | $2,757 | $2,692+2.4% | $3,660-24.7% | $2,471+11.6% |
| Participant deferral / active EE | $3,895 | $3,282+18.7% | $4,370-10.9% | $3,740+4.1% |
| Admin fee / account holder | $1,005 | $4,400-77.2% | $5,945-83.1% | $5,306-81.1% |