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 | $64,681 | $67,606-4.3% | $82,313-21.4% | $70,131-7.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.55% | 21.57%-4.0pp | 25.88%-8.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,316 | $1,755+32.0% | $2,428-4.6% | $2,342-1.1% |
| Participant deferral / active EE | $5,055 | $2,987+69.2% | $3,706+36.4% | $3,332+51.7% |
| Admin fee / account holder | $2,759 | $4,512-38.9% | $5,608-50.8% | $4,645-40.6% |