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 | $48,075 | $58,879-18.3% | $178,490-73.1% | $73,488-34.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 28.24% | 24.86%+3.4pp | 151.07%-122.8pp | 28.51%-0.3pp |
| Employer contribution / active EE | $2,050 | $2,236-8.3% | $5,011-59.1% | $2,270-9.7% |
| Participant deferral / active EE | $2,498 | $2,567-2.7% | $5,202-52.0% | $3,740-33.2% |
| Admin fee / account holder | $3,034 | $400+658.0% | $13,984-78.3% | $513+491.4% |