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 | $40,642 | $72,277-43.8% | $101,248-59.9% | $79,858-49.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 59.03% | 22.30%+36.7pp | 46.47%+12.6pp | 31.71%+27.3pp |
| Employer contribution / active EE | $2,445 | $2,692-9.2% | $3,660-33.2% | $2,471-1.0% |
| Participant deferral / active EE | $6,009 | $3,282+83.1% | $4,370+37.5% | $3,740+60.7% |
| Admin fee / account holder | $816 | $4,400-81.5% | $5,945-86.3% | $5,306-84.6% |