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 | $51,862 | $45,073+15.1% | $69,455-25.3% | $72,985-28.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 18.37% | 22.65%-4.3pp | 28.97%-10.6pp | 81.00%-62.6pp |
| Employer contribution / active EE | $3,766 | $2,054+83.3% | $2,779+35.5% | $2,440+54.3% |
| Participant deferral / active EE | $1,503 | $2,602-42.2% | $3,535-57.5% | $3,607-58.3% |
| Admin fee / account holder | $427 | $3,056-86.0% | $3,839-88.9% | $5,124-91.7% |