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 | $17,096 | $46,553-63.3% | $64,056-73.3% | $75,163-77.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 26.89% | 26.03%+0.9pp | 33.69%-6.8pp | 160.62%-133.7pp |
| Employer contribution / active EE | $763 | $1,974-61.3% | $2,747-72.2% | $2,670-71.4% |
| Participant deferral / active EE | $2,908 | $2,837+2.5% | $3,880-25.1% | $4,125-29.5% |
| Admin fee / account holder | $2,728 | $2,952-7.6% | $3,068-11.1% | $5,651-51.7% |