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 | $45,743 | $72,177-36.6% | $115,037-60.2% | $59,632-23.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.10% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $531 | $2,841-81.3% | $4,608-88.5% | $2,203-75.9% |
| Participant deferral / active EE | $4,831 | $4,783+1.0% | $6,026-19.8% | $3,192+51.4% |
| Admin fee / account holder | $9,375 | $4,927+90.3% | $8,175+14.7% | $4,297+118.2% |