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 | $39,896 | $84,695-52.9% | $73,843-46.0% | $125,391-68.2% |
| Participation rate | 93.3% | 76.8%+16.6pp | 73.4%+19.9pp | 83.2%+10.1pp |
| Annual return | 1.02% | 3123.53%-3122.5pp | 2267.84%-2266.8pp | 282.22%-281.2pp |
| Employer contribution / active EE | $2,735 | $3,123-12.4% | $2,787-1.9% | $4,866-43.8% |
| Participant deferral / active EE | $3,113 | $3,992-22.0% | $3,583-13.1% | $5,352-41.8% |
| Admin fee / account holder | $17,192 | $5,691+202.1% | $4,880+252.3% | $9,540+80.2% |