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 | $54,716 | $89,753-39.0% | $107,525-49.1% | $84,808-35.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.20% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,878 | $3,113+24.6% | $3,754+3.3% | $2,631+47.4% |
| Participant deferral / active EE | $4,298 | $4,056+6.0% | $5,116-16.0% | $4,212+2.1% |
| Admin fee / account holder | $1,569 | $7,222-78.3% | $8,919-82.4% | $7,344-78.6% |