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 | $15,353 | $90,503-83.0% | $78,689-80.5% | $273,961-94.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.73% | 75.60%-66.9pp | 62.18%-53.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,560 | $3,176-50.9% | $2,851-45.3% | $4,869-68.0% |
| Participant deferral / active EE | $3,975 | $3,901+1.9% | $3,517+13.0% | $5,287-24.8% |
| Admin fee / account holder | $3,237 | $5,263-38.5% | $4,510-28.2% | $10,132-68.0% |