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 | $44,865 | $76,000-41.0% | $154,107-70.9% | $64,186-30.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 4.26% | 30.32%-26.1pp | 735.12%-730.9pp | 7.63%-3.4pp |
| Employer contribution / active EE | $2,507 | $3,351-25.2% | $5,298-52.7% | $2,381+5.3% |
| Participant deferral / active EE | $3,172 | $3,175-0.1% | $5,081-37.6% | $3,470-8.6% |
| Admin fee / account holder | $6,517 | $5,596+16.5% | $13,411-51.4% | $4,888+33.3% |