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 | $27,559 | $99,341-72.3% | $84,750-67.5% | $273,961-89.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.25% | 22.93%-14.7pp | 22.78%-14.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $8,178 | $4,214+94.1% | $3,574+128.8% | $4,869+68.0% |
| Participant deferral / active EE | $1,718 | $4,269-59.8% | $3,712-53.7% | $5,287-67.5% |
| Admin fee / account holder | $1,415 | $6,644-78.7% | $5,332-73.5% | $10,132-86.0% |