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 | $42,117 | $48,076-12.4% | $78,689-46.5% | $62,891-33.0% |
| Participation rate | 92.6% | 65.2%+27.4pp | 73.6%+19.0pp | 69.3%+23.3pp |
| Annual return | 7.17% | 31.35%-24.2pp | 62.18%-55.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $10,068 | $2,015+399.7% | $2,851+253.2% | $2,281+341.4% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,212 | $3,207-62.2% | $4,510-73.1% | $4,296-71.8% |