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 7-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 | $53,949 | $81,233-33.6% | $155,567-65.3% | $80,874-33.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.78% | 33.33%-21.6pp | 64.74%-53.0pp | 35.62%-23.8pp |
| Employer contribution / active EE | $2,152 | $3,101-30.6% | $4,674-54.0% | $2,756-21.9% |
| Participant deferral / active EE | $2,716 | $3,452-21.3% | $5,628-51.7% | $4,297-36.8% |
| Admin fee / account holder | $13,237 | $7,998+65.5% | $15,916-16.8% | $6,935+90.9% |