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 | $46,272 | $45,035+2.7% | $62,995-26.5% | $70,131-34.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.05% | 18.76%-4.7pp | 87.57%-73.5pp | 73.14%-59.1pp |
| Employer contribution / active EE | $2,397 | $2,051+16.9% | $2,759-13.1% | $2,342+2.3% |
| Participant deferral / active EE | $2,435 | $2,465-1.2% | $3,329-26.9% | $3,332-26.9% |
| Admin fee / account holder | $3,690 | $2,834+30.2% | $3,600+2.5% | $4,645-20.6% |