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 | $24,909 | $135,952-81.7% | $123,892-79.9% | $273,961-90.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.77% | 56.63%-48.9pp | 47.52%-39.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $4,538 | $5,170-12.2% | $4,617-1.7% | $4,869-6.8% |
| Participant deferral / active EE | $5,025 | $6,343-20.8% | $5,984-16.0% | $5,287-5.0% |
| Admin fee / account holder | $1,911 | $9,817-80.5% | $8,357-77.1% | $10,132-81.1% |