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 | $31,881 | $135,952-76.5% | $123,892-74.3% | $273,961-88.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.62% | 56.63%-51.0pp | 47.52%-41.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,596 | $5,170-30.4% | $4,617-22.1% | $4,869-26.1% |
| Participant deferral / active EE | $6,227 | $6,343-1.8% | $5,984+4.1% | $5,287+17.8% |
| Admin fee / account holder | $2,538 | $9,817-74.1% | $8,357-69.6% | $10,132-74.9% |