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 | $42,054 | $99,652-57.8% | $78,778-46.6% | $147,584-71.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.55% | 47.28%-30.7pp | 35.62%-19.1pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,304 | $2,796-17.6% | $1,986+16.0% | $4,876-52.7% |
| Participant deferral / active EE | $3,717 | $3,664+1.5% | $2,958+25.6% | $5,439-31.7% |
| Admin fee / account holder | $333 | $7,155-95.3% | $5,134-93.5% | $10,885-96.9% |