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 | $24,504 | $58,828-58.3% | $77,999-68.6% | $62,891-61.0% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.40% | 17.16%-10.8pp | 425.96%-419.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,121 | $1,672+26.9% | $2,470-14.1% | $2,281-7.0% |
| Participant deferral / active EE | $1,221 | $2,686-54.5% | $3,497-65.1% | $3,203-61.9% |
| Admin fee / account holder | $4,362 | $4,393-0.7% | $5,480-20.4% | $4,296+1.6% |