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 | $59,595 | $87,733-32.1% | $106,548-44.1% | $85,850-30.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 12.33% | 21.86%-9.5pp | 26.80%-14.5pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,868 | $2,073-9.9% | $2,819-33.7% | $2,565-27.2% |
| Participant deferral / active EE | $1,870 | $3,469-46.1% | $4,398-57.5% | $3,952-52.7% |
| Admin fee / account holder | $3,229 | $6,767-52.3% | $7,407-56.4% | $6,260-48.4% |