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 | $31,156 | $49,227-36.7% | $70,449-55.8% | $79,858-61.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 8.61% | 30.06%-21.5pp | 109.03%-100.4pp | 31.71%-23.1pp |
| Employer contribution / active EE | $1,151 | $2,099-45.2% | $2,737-57.9% | $2,471-53.4% |
| Participant deferral / active EE | $2,436 | $2,768-12.0% | $3,709-34.3% | $3,740-34.9% |
| Admin fee / account holder | $16,944 | $2,878+488.7% | $3,845+340.7% | $5,306+219.3% |