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 | $31,249 | $56,053-44.3% | $75,972-58.9% | $80,856-61.4% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 22.09% | 20.53%+1.6pp | 359.55%-337.5pp | 35.59%-13.5pp |
| Employer contribution / active EE | $1,911 | $1,874+2.0% | $2,685-28.8% | $2,755-30.6% |
| Participant deferral / active EE | $2,232 | $3,052-26.9% | $4,255-47.6% | $4,296-48.0% |
| Admin fee / account holder | $3,838 | $5,234-26.7% | $6,467-40.6% | $6,918-44.5% |