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 | $30,141 | $60,349-50.1% | $74,183-59.4% | $62,891-52.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.09% | 21.37%-14.3pp | 17.74%-10.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,532 | $1,680-8.8% | $2,370-35.4% | $2,281-32.8% |
| Participant deferral / active EE | $2,347 | $2,856-17.8% | $3,550-33.9% | $3,203-26.7% |
| Admin fee / account holder | $488 | $4,261-88.5% | $5,586-91.3% | $4,296-88.6% |