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 | $46,640 | $106,515-56.2% | $96,683-51.8% | $139,434-66.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.16% | 38.43%-25.3pp | 35.69%-22.5pp | 372.94%-359.8pp |
| Employer contribution / active EE | $3,809 | $4,103-7.2% | $3,737+1.9% | $4,751-19.8% |
| Participant deferral / active EE | $4,274 | $5,454-21.6% | $4,878-12.4% | $6,710-36.3% |
| Admin fee / account holder | $1,992 | $7,877-74.7% | $6,730-70.4% | $11,403-82.5% |