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 | $73,441 | $91,190-19.5% | $178,490-58.9% | $79,858-8.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.79% | 24.19%-9.4pp | 151.07%-136.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $4,746 | $3,256+45.8% | $5,011-5.3% | $2,471+92.1% |
| Participant deferral / active EE | $5,987 | $3,236+85.0% | $5,202+15.1% | $3,740+60.1% |
| Admin fee / account holder | $3,036 | $6,751-55.0% | $13,984-78.3% | $5,306-42.8% |