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 | $60,033 | $42,383+41.6% | $76,523-21.5% | $64,186-6.5% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 8.01% | -16.54%+24.5pp | -0.27%+8.3pp | 7.63%+0.4pp |
| Employer contribution / active EE | $3,181 | $1,563+103.5% | $2,647+20.1% | $2,381+33.6% |
| Participant deferral / active EE | $3,732 | $2,566+45.4% | $3,835-2.7% | $3,470+7.6% |
| Admin fee / account holder | $2,068 | $3,198-35.3% | $4,848-57.4% | $4,888-57.7% |