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 | $58,937 | $80,717-27.0% | $154,803-61.9% | $84,808-30.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.54% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,755 | $2,761-36.4% | $4,305-59.2% | $2,631-33.3% |
| Participant deferral / active EE | $3,915 | $3,303+18.5% | $5,540-29.3% | $4,212-7.0% |
| Admin fee / account holder | $6,175 | $6,746-8.5% | $14,329-56.9% | $7,344-15.9% |