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 | $50,426 | $56,277-10.4% | $80,975-37.7% | $62,891-19.8% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 7.10% | 22.12%-15.0pp | 17.10%-10.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $3,741 | $1,943+92.6% | $3,714+0.7% | $2,281+64.0% |
| Participant deferral / active EE | $3,076 | $4,195-26.7% | $5,696-46.0% | $3,203-3.9% |
| Admin fee / account holder | $3,265 | $3,741-12.7% | $5,516-40.8% | $4,296-24.0% |