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 | $39,864 | $77,634-48.7% | $156,549-74.5% | $62,891-36.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.55% | 50.32%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,392 | $3,444-59.6% | $5,501-74.7% | $2,281-39.0% |
| Participant deferral / active EE | $2,725 | $3,045-10.5% | $4,871-44.1% | $3,203-14.9% |
| Admin fee / account holder | $951 | $5,561-82.9% | $13,027-92.7% | $4,296-77.9% |