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 | $108,059 | $57,354+88.4% | $83,848+28.9% | $64,186+68.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 0.73% | 11.38%-10.7pp | 850.88%-850.1pp | 7.63%-6.9pp |
| Employer contribution / active EE | $806 | $2,545-68.3% | $3,631-77.8% | $2,381-66.1% |
| Participant deferral / active EE | $1,230 | $2,993-58.9% | $4,082-69.9% | $3,470-64.6% |
| Admin fee / account holder | $1,695 | $4,046-58.1% | $5,478-69.1% | $4,888-65.3% |