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 | $21,708 | $51,769-58.1% | $57,343-62.1% | $52,331-58.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 1.38% | 2.43%-1.0pp | 24.39%-23.0pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,804 | $2,335-22.8% | $2,689-32.9% | $1,882-4.1% |
| Participant deferral / active EE | $1,530 | $2,794-45.2% | $3,162-51.6% | $3,022-49.4% |
| Admin fee / account holder | $1,270 | $295+331.0% | $3,356-62.1% | $592+114.7% |