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 | $32,262 | $54,541-40.8% | $78,778-59.0% | $70,131-54.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 16.46% | 21.07%-4.6pp | 35.62%-19.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $2,752 | $1,089+152.8% | $1,986+38.6% | $2,342+17.5% |
| Participant deferral / active EE | $2,186 | $2,210-1.1% | $2,958-26.1% | $3,332-34.4% |
| Admin fee / account holder | $1,072 | $3,709-71.1% | $5,134-79.1% | $4,645-76.9% |