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 | $56,758 | $104,251-45.6% | $91,001-37.6% | $147,584-61.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.69% | 27.06%-15.4pp | 4.60%+7.1pp | 578.55%-566.9pp |
| Employer contribution / active EE | $2,484 | $3,116-20.3% | $2,456+1.2% | $4,876-49.1% |
| Participant deferral / active EE | $1,918 | $4,195-54.3% | $3,547-45.9% | $5,439-64.7% |
| Admin fee / account holder | $6,541 | $8,948-26.9% | $5,417+20.7% | $10,885-39.9% |