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 | $17,712 | $69,518-74.5% | $59,878-70.4% | $135,375-86.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 9.59% | 7.94%+1.6pp | 3.46%+6.1pp | 519.73%-510.1pp |
| Employer contribution / active EE | $1,836 | $3,235-43.2% | $2,722-32.5% | $4,779-61.6% |
| Participant deferral / active EE | $6,229 | $4,206+48.1% | $3,402+83.1% | $5,609+11.1% |
| Admin fee / account holder | $1,298 | $5,734-77.4% | $3,590-63.9% | $10,827-88.0% |