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 | $30,561 | $113,339-73.0% | $94,993-67.8% | $147,584-79.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 12.62% | 20.77%-8.1pp | 27.12%-14.5pp | 578.55%-565.9pp |
| Employer contribution / active EE | $254 | $3,160-92.0% | $2,603-90.2% | $4,876-94.8% |
| Participant deferral / active EE | $546 | $3,777-85.5% | $3,317-83.5% | $5,439-90.0% |
| Admin fee / account holder | $4,520 | $6,063-25.4% | $4,960-8.9% | $10,885-58.5% |