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 | $58,737 | $124,425-52.8% | $112,040-47.6% | $137,256-57.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.56% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,823 | $3,411-46.6% | $2,954-38.3% | $4,156-56.1% |
| Participant deferral / active EE | $3,405 | $5,718-40.5% | $5,098-33.2% | $6,407-46.9% |
| Admin fee / account holder | $3,544 | $15,207-76.7% | $12,098-70.7% | $12,270-71.1% |