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 6-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 | $42,065 | $40,256+4.5% | $57,343-26.6% | $59,632-29.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.01% | 27.49%-25.5pp | 24.39%-22.4pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $2,535 | $1,922+31.9% | $2,689-5.7% | $2,203+15.1% |
| Participant deferral / active EE | $2,555 | $2,399+6.5% | $3,162-19.2% | $3,192-19.9% |
| Admin fee / account holder | $421 | $2,818-85.0% | $3,356-87.4% | $4,297-90.2% |