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 5-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 | $46,569 | $102,245-54.5% | $89,340-47.9% | $137,256-66.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.62% | 21.89%-4.3pp | 20.57%-2.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,903 | $2,529+14.8% | $2,231+30.1% | $4,156-30.1% |
| Participant deferral / active EE | $7,396 | $4,436+66.7% | $3,823+93.5% | $6,407+15.4% |
| Admin fee / account holder | $362 | $8,085-95.5% | $6,704-94.6% | $12,270-97.1% |