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 | $24,576 | $77,419-68.3% | $69,455-64.6% | $152,861-83.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 32.18% | 39.06%-6.9pp | 28.97%+3.2pp | 345.32%-313.1pp |
| Employer contribution / active EE | $2,723 | $3,315-17.9% | $2,779-2.0% | $4,762-42.8% |
| Participant deferral / active EE | $1,125 | $4,414-74.5% | $3,535-68.2% | $5,850-80.8% |
| Admin fee / account holder | $4,091 | $6,207-34.1% | $3,839+6.6% | $11,596-64.7% |