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 | $41,805 | $39,122+6.9% | $57,179-26.9% | $62,891-33.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.51% | 9.23%-2.7pp | 14.59%-8.1pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,465 | $1,874-21.8% | $2,682-45.4% | $2,281-35.8% |
| Participant deferral / active EE | $1,818 | $2,374-23.4% | $3,096-41.3% | $3,203-43.3% |
| Admin fee / account holder | $2,137 | $2,592-17.5% | $3,139-31.9% | $4,296-50.2% |