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 | $46,704 | $99,918-53.3% | $81,382-42.6% | $145,922-68.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.16% | 34.32%-23.2pp | 24.73%-13.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,446 | $2,978-17.8% | $2,463-0.7% | $4,660-47.5% |
| Participant deferral / active EE | $1,508 | $4,605-67.3% | $3,883-61.2% | $6,688-77.5% |
| Admin fee / account holder | $28,804 | $8,212+250.7% | $5,768+399.3% | $13,397+115.0% |