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 | $44,667 | $118,450-62.3% | $98,439-54.6% | $139,434-68.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.13% | 18.94%-5.8pp | 21.16%-8.0pp | 372.94%-359.8pp |
| Employer contribution / active EE | $4,935 | $3,609+36.7% | $3,048+61.9% | $4,751+3.9% |
| Participant deferral / active EE | $2,953 | $5,392-45.2% | $4,738-37.7% | $6,710-56.0% |
| Admin fee / account holder | $3,079 | $14,026-78.0% | $8,948-65.6% | $11,403-73.0% |