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 | $35,446 | $83,477-57.5% | $125,175-71.7% | $72,985-51.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.88% | 25.78%-3.9pp | 43.79%-21.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,364 | $2,345+43.5% | $3,865-13.0% | $2,440+37.9% |
| Participant deferral / active EE | $2,475 | $3,585-31.0% | $4,937-49.9% | $3,607-31.4% |
| Admin fee / account holder | $3,618 | $5,517-34.4% | $9,702-62.7% | $5,124-29.4% |