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 | $34,953 | $91,190-61.7% | $178,490-80.4% | $79,858-56.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.80% | 24.19%-10.4pp | 151.07%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,995 | $3,256-38.7% | $5,011-60.2% | $2,471-19.3% |
| Participant deferral / active EE | $3,426 | $3,236+5.9% | $5,202-34.1% | $3,740-8.4% |
| Admin fee / account holder | $2,312 | $6,751-65.8% | $13,984-83.5% | $5,306-56.4% |