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 | $22,451 | $49,280-54.4% | $67,313-66.6% | $64,186-65.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 1.40% | -1.39%+2.8pp | -4.08%+5.5pp | 7.63%-6.2pp |
| Employer contribution / active EE | $1,000 | $1,668-40.1% | $2,566-61.0% | $2,381-58.0% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,443 | $3,863-62.7% | $4,507-68.0% | $4,888-70.5% |