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 | $56,724 | $105,931-46.5% | $81,930-30.8% | $158,922-64.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 13.69% | 38.17%-24.5pp | 29.49%-15.8pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,521 | $7,800-80.5% | $4,310-64.7% | $4,761-68.0% |
| Participant deferral / active EE | $6,353 | $13,003-51.1% | $7,107-10.6% | $5,982+6.2% |
| Admin fee / account holder | $710 | $8,489-91.6% | $5,158-86.2% | $11,246-93.7% |