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 | $31,906 | $84,696-62.3% | $75,696-57.8% | $167,490-81.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.51% | 199.36%-185.8pp | 104.53%-91.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,708 | $3,230-16.1% | $2,743-1.3% | $4,837-44.0% |
| Participant deferral / active EE | $3,173 | $4,580-30.7% | $3,821-17.0% | $6,341-50.0% |
| Admin fee / account holder | $13,200 | $5,355+146.5% | $3,619+264.7% | $12,309+7.2% |