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 | $38,131 | $77,634-50.9% | $156,549-75.6% | $62,891-39.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.18% | 50.32%-44.1pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,362 | $3,444-60.5% | $5,501-75.2% | $2,281-40.3% |
| Participant deferral / active EE | $3,276 | $3,045+7.6% | $4,871-32.7% | $3,203+2.3% |
| Admin fee / account holder | $3,206 | $5,561-42.3% | $13,027-75.4% | $4,296-25.4% |