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 | $52,664 | $53,777-2.1% | $134,143-60.7% | $79,858-34.1% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 15.94% | 19.01%-3.1pp | 36.33%-20.4pp | 31.71%-15.8pp |
| Employer contribution / active EE | $773 | $1,321-41.5% | $3,704-79.1% | $2,471-68.7% |
| Participant deferral / active EE | $5,104 | $2,420+110.9% | $3,499+45.9% | $3,740+36.5% |
| Admin fee / account holder | $1,372 | $3,984-65.6% | $6,684-79.5% | $5,306-74.1% |