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 | $42,712 | $62,586-31.8% | $76,768-44.4% | $64,186-33.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 5.57% | -1.95%+7.5pp | 2.43%+3.1pp | 7.63%-2.1pp |
| Employer contribution / active EE | $2,042 | $1,832+11.5% | $2,485-17.8% | $2,381-14.2% |
| Participant deferral / active EE | $4,789 | $3,145+52.3% | $3,852+24.3% | $3,470+38.0% |
| Admin fee / account holder | $443 | $4,667-90.5% | $6,675-93.4% | $4,888-90.9% |