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 | $43,325 | $81,947-47.1% | $105,387-58.9% | $72,985-40.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.03% | 42.90%-17.9pp | 26.82%-1.8pp | 81.00%-56.0pp |
| Employer contribution / active EE | $5,329 | $3,468+53.7% | $4,213+26.5% | $2,440+118.4% |
| Participant deferral / active EE | $5,817 | $4,494+29.5% | $5,502+5.7% | $3,607+61.3% |
| Admin fee / account holder | $2,018 | $6,258-67.7% | $6,559-69.2% | $5,124-60.6% |