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 7-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 | $70,476 | $91,190-22.7% | $178,490-60.5% | $79,858-11.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.70% | 24.19%-11.5pp | 151.07%-138.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $3,117 | $3,256-4.3% | $5,011-37.8% | $2,471+26.2% |
| Participant deferral / active EE | $4,104 | $3,236+26.8% | $5,202-21.1% | $3,740+9.7% |
| Admin fee / account holder | $4,009 | $6,751-40.6% | $13,984-71.3% | $5,306-24.4% |