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 | $59,029 | $131,829-55.2% | $108,579-45.6% | $273,961-78.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.47% | -91.57%+96.0pp | -51.70%+56.2pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,217 | $4,912-75.2% | $3,758-67.6% | $4,869-75.0% |
| Participant deferral / active EE | $3,658 | $5,127-28.6% | $4,311-15.1% | $5,287-30.8% |
| Admin fee / account holder | $16,706 | $10,252+62.9% | $7,645+118.5% | $10,132+64.9% |