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 | $27,538 | $124,425-77.9% | $112,040-75.4% | $137,256-79.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.54% | 24.72%-12.2pp | 24.52%-12.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $4,881 | $3,411+43.1% | $2,954+65.2% | $4,156+17.4% |
| Participant deferral / active EE | $6,649 | $5,718+16.3% | $5,098+30.4% | $6,407+3.8% |
| Admin fee / account holder | $12,394 | $15,207-18.5% | $12,098+2.4% | $12,270+1.0% |