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 | $82,066 | $91,552-10.4% | $133,956-38.7% | $79,858+2.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.41% | 61.85%-46.4pp | 45.09%-29.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,214 | $2,384-7.1% | $3,919-43.5% | $2,471-10.4% |
| Participant deferral / active EE | $3,668 | $3,733-1.7% | $5,048-27.3% | $3,740-1.9% |
| Admin fee / account holder | $1,405 | $6,321-77.8% | $8,927-84.3% | $5,306-73.5% |