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 | $16,940 | $108,172-84.3% | $77,482-78.1% | $158,922-89.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 18.13% | 31.67%-13.5pp | 54.79%-36.7pp | 302.83%-284.7pp |
| Employer contribution / active EE | $875 | $1,325-33.9% | $986-11.3% | $4,761-81.6% |
| Participant deferral / active EE | $2,742 | $2,456+11.6% | $1,861+47.3% | $5,982-54.2% |
| Admin fee / account holder | $1,277 | $3,708-65.5% | $2,858-55.3% | $11,246-88.6% |