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 4-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 | $24,111 | $58,627-58.9% | $76,735-68.6% | $82,448-70.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 20.31% | 39.10%-18.8pp | 29.77%-9.5pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,619 | $1,729-6.4% | $2,454-34.0% | $2,551-36.5% |
| Participant deferral / active EE | $2,600 | $3,134-17.0% | $4,088-36.4% | $4,139-37.2% |
| Admin fee / account holder | $7,590 | $5,323+42.6% | $7,189+5.6% | $7,234+4.9% |