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 | $50,671 | $99,341-49.0% | $84,750-40.2% | $273,961-81.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.91% | 22.93%-11.0pp | 22.78%-10.9pp | 41.45%-29.5pp |
| Employer contribution / active EE | $1,138 | $4,214-73.0% | $3,574-68.2% | $4,869-76.6% |
| Participant deferral / active EE | $3,682 | $4,269-13.8% | $3,712-0.8% | $5,287-30.4% |
| Admin fee / account holder | $716 | $6,644-89.2% | $5,332-86.6% | $10,132-92.9% |