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 | $57,597 | $56,053+2.8% | $75,972-24.2% | $80,856-28.8% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 14.53% | 20.53%-6.0pp | 359.55%-345.0pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,054 | $1,874-43.7% | $2,685-60.7% | $2,755-61.7% |
| Participant deferral / active EE | $2,405 | $3,052-21.2% | $4,255-43.5% | $4,296-44.0% |
| Admin fee / account holder | $12,085 | $5,234+130.9% | $6,467+86.9% | $6,918+74.7% |