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 | $56,836 | $93,346-39.1% | $71,796-20.8% | $273,961-79.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.02% | 130.39%-122.4pp | 78.04%-70.0pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,795 | $2,733+2.3% | $1,924+45.3% | $4,869-42.6% |
| Participant deferral / active EE | $7,164 | $3,475+106.2% | $2,794+156.4% | $5,287+35.5% |
| Admin fee / account holder | $1,448 | $6,571-78.0% | $4,815-69.9% | $10,132-85.7% |