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 | $28,726 | $93,571-69.3% | $135,903-78.9% | $75,163-61.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.14% | 30.90%-13.8pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,714 | $3,537-51.5% | $4,856-64.7% | $2,670-35.8% |
| Participant deferral / active EE | $4,348 | $6,404-32.1% | $7,758-44.0% | $4,125+5.4% |
| Admin fee / account holder | $1,107 | $6,975-84.1% | $10,762-89.7% | $5,651-80.4% |