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 | $46,094 | $91,190-49.5% | $178,490-74.2% | $79,858-42.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.41% | 24.19%-13.8pp | 151.07%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,740 | $3,256-46.6% | $5,011-65.3% | $2,471-29.6% |
| Participant deferral / active EE | $1,667 | $3,236-48.5% | $5,202-67.9% | $3,740-55.4% |
| Admin fee / account holder | $3,319 | $6,751-50.8% | $13,984-76.3% | $5,306-37.4% |