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 4-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 | $23,482 | $81,460-71.2% | $103,333-77.3% | $80,856-71.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.58% | 25.55%-10.0pp | 24.88%-9.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,483 | $3,105-20.0% | $3,868-35.8% | $2,755-9.9% |
| Participant deferral / active EE | $4,963 | $3,869+28.3% | $5,057-1.9% | $4,296+15.5% |
| Admin fee / account holder | $2,755 | $6,566-58.0% | $8,355-67.0% | $6,918-60.2% |