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 | $56,528 | $104,251-45.8% | $91,001-37.9% | $147,584-61.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.81% | 27.06%-13.3pp | 4.60%+9.2pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,907 | $3,116-38.8% | $2,456-22.3% | $4,876-60.9% |
| Participant deferral / active EE | $3,537 | $4,195-15.7% | $3,547-0.3% | $5,439-35.0% |
| Admin fee / account holder | $3,358 | $8,948-62.5% | $5,417-38.0% | $10,885-69.2% |