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 | $40,737 | $54,762-25.6% | $90,281-54.9% | $72,985-44.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.17% | 30.63%-10.5pp | 78.10%-57.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $5,216 | $2,092+149.3% | $2,854+82.7% | $2,440+113.8% |
| Participant deferral / active EE | $1,865 | $2,887-35.4% | $3,885-52.0% | $3,607-48.3% |
| Admin fee / account holder | $10,198 | $3,972+156.7% | $5,351+90.6% | $5,124+99.0% |