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 | $40,464 | $92,222-56.1% | $76,768-47.3% | $135,375-70.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 14.03% | 5.46%+8.6pp | 2.43%+11.6pp | 519.73%-505.7pp |
| Employer contribution / active EE | $7,181 | $3,216+123.3% | $2,485+189.0% | $4,779+50.3% |
| Participant deferral / active EE | $15,682 | $4,509+247.8% | $3,852+307.2% | $5,609+179.6% |
| Admin fee / account holder | $876 | $10,748-91.9% | $6,675-86.9% | $10,827-91.9% |