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 | $97,538 | $118,450-17.7% | $98,439-0.9% | $139,434-30.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.83% | 18.94%-3.1pp | 21.16%-5.3pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,613 | $3,609-55.3% | $3,048-47.1% | $4,751-66.0% |
| Participant deferral / active EE | $3,698 | $5,392-31.4% | $4,738-21.9% | $6,710-44.9% |
| Admin fee / account holder | $518 | $14,026-96.3% | $8,948-94.2% | $11,403-95.5% |