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 | $29,852 | $93,346-68.0% | $71,796-58.4% | $273,961-89.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.82% | 130.39%-123.6pp | 78.04%-71.2pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,770 | $2,733-35.3% | $1,924-8.0% | $4,869-63.7% |
| Participant deferral / active EE | $5,796 | $3,475+66.8% | $2,794+107.4% | $5,287+9.6% |
| Admin fee / account holder | $4,758 | $6,571-27.6% | $4,815-1.2% | $10,132-53.0% |