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 | $57,485 | $45,035+27.6% | $62,995-8.7% | $70,131-18.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.25% | 18.76%-3.5pp | 87.57%-72.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $957 | $2,051-53.4% | $2,759-65.3% | $2,342-59.2% |
| Participant deferral / active EE | $2,497 | $2,465+1.3% | $3,329-25.0% | $3,332-25.1% |
| Admin fee / account holder | $890 | $2,834-68.6% | $3,600-75.3% | $4,645-80.8% |