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 | $60,017 | $93,071-35.5% | $74,583-19.5% | $273,961-78.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.42% | 26.18%-20.8pp | 20.47%-15.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,860 | $3,160-41.1% | $2,525-26.3% | $4,869-61.8% |
| Participant deferral / active EE | $1,860 | $4,160-55.3% | $3,458-46.2% | $5,287-64.8% |
| Admin fee / account holder | $554 | $5,272-89.5% | $4,138-86.6% | $10,132-94.5% |