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 | $47,412 | $64,307-26.3% | $57,343-17.3% | $125,391-62.2% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 83.2%+6.8pp |
| Annual return | 1.98% | 25.12%-23.1pp | 24.39%-22.4pp | 282.22%-280.2pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,936 | $3,848+28.3% | $3,162+56.1% | $5,352-7.8% |
| Admin fee / account holder | $833 | $5,242-84.1% | $3,356-75.2% | $9,540-91.3% |