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 | $35,146 | $45,152-22.2% | $73,843-52.4% | $59,632-41.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.56% | 27.40%-24.8pp | 2267.84%-2265.3pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $1,962 | $1,902+3.1% | $2,787-29.6% | $2,203-10.9% |
| Participant deferral / active EE | $3,078 | $2,574+19.6% | $3,583-14.1% | $3,192-3.6% |
| Admin fee / account holder | $3,744 | $3,516+6.5% | $4,880-23.3% | $4,297-12.9% |