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 | $47,496 | $91,190-47.9% | $178,490-73.4% | $79,858-40.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 28.14% | 24.19%+3.9pp | 151.07%-122.9pp | 31.71%-3.6pp |
| Employer contribution / active EE | $2,747 | $3,256-15.6% | $5,011-45.2% | $2,471+11.2% |
| Participant deferral / active EE | $5,742 | $3,236+77.4% | $5,202+10.4% | $3,740+53.5% |
| Admin fee / account holder | $3,815 | $6,751-43.5% | $13,984-72.7% | $5,306-28.1% |