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 | $44,412 | $47,944-7.4% | $67,834-34.5% | $62,891-29.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 8.55% | 11.77%-3.2pp | 138.47%-129.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $539 | $1,562-65.5% | $2,403-77.6% | $2,281-76.4% |
| Participant deferral / active EE | $3,536 | $2,247+57.4% | $3,160+11.9% | $3,203+10.4% |
| Admin fee / account holder | $1,407 | $3,712-62.1% | $4,622-69.6% | $4,296-67.2% |