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 | $41,378 | $90,503-54.3% | $78,689-47.4% | $273,961-84.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.67% | 75.60%-66.9pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $4,784 | $3,176+50.6% | $2,851+67.8% | $4,869-1.7% |
| Participant deferral / active EE | $10,215 | $3,901+161.8% | $3,517+190.5% | $5,287+93.2% |
| Admin fee / account holder | $3,438 | $5,263-34.7% | $4,510-23.8% | $10,132-66.1% |