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 | $45,942 | $89,355-48.6% | $141,162-67.5% | $72,985-37.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.10% | 111.85%-90.8pp | 71.39%-50.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $864 | $3,114-72.2% | $4,735-81.7% | $2,440-64.6% |
| Participant deferral / active EE | $8,213 | $5,418+51.6% | $6,709+22.4% | $3,607+127.7% |
| Admin fee / account holder | $5,131 | $5,958-13.9% | $10,261-50.0% | $5,124+0.1% |