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 | $52,333 | $65,365-19.9% | $92,893-43.7% | $72,985-28.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.83% | 42.10%-22.3pp | 109.41%-89.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,559 | $2,594-39.9% | $3,653-57.3% | $2,440-36.1% |
| Participant deferral / active EE | $3,314 | $3,128+5.9% | $4,236-21.8% | $3,607-8.1% |
| Admin fee / account holder | $5,203 | $4,251+22.4% | $5,794-10.2% | $5,124+1.5% |