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 | $52,106 | $72,404-28.0% | $110,238-52.7% | $64,186-18.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.10% | -6.29%+13.4pp | 314.74%-307.6pp | 7.63%-0.5pp |
| Employer contribution / active EE | $3,270 | $2,282+43.3% | $3,826-14.5% | $2,381+37.3% |
| Participant deferral / active EE | $1,890 | $3,469-45.5% | $4,672-59.5% | $3,470-45.5% |
| Admin fee / account holder | $5,693 | $5,664+0.5% | $8,547-33.4% | $4,888+16.5% |