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 | $40,502 | $58,828-31.2% | $77,999-48.1% | $62,891-35.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 10.61% | 17.16%-6.5pp | 425.96%-415.4pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,912 | $1,672+14.3% | $2,470-22.6% | $2,281-16.2% |
| Participant deferral / active EE | $3,208 | $2,686+19.4% | $3,497-8.3% | $3,203+0.2% |
| Admin fee / account holder | $3,946 | $4,393-10.2% | $5,480-28.0% | $4,296-8.1% |