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 | $25,944 | $81,460-68.2% | $103,333-74.9% | $80,856-67.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.62% | 25.55%-12.9pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,166 | $3,105-30.2% | $3,868-44.0% | $2,755-21.4% |
| Participant deferral / active EE | $1,832 | $3,869-52.6% | $5,057-63.8% | $4,296-57.3% |
| Admin fee / account holder | $3,104 | $6,566-52.7% | $8,355-62.8% | $6,918-55.1% |