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 | $40,231 | $93,346-56.9% | $71,796-44.0% | $273,961-85.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 2.37% | 130.39%-128.0pp | 78.04%-75.7pp | 41.45%-39.1pp |
| Employer contribution / active EE | $1,275 | $2,733-53.4% | $1,924-33.8% | $4,869-73.8% |
| Participant deferral / active EE | $2,131 | $3,475-38.7% | $2,794-23.8% | $5,287-59.7% |
| Admin fee / account holder | $1,815 | $6,571-72.4% | $4,815-62.3% | $10,132-82.1% |