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 | $28,335 | $100,754-71.9% | $86,677-67.3% | $134,475-78.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 14.95% | 29.04%-14.1pp | 35.91%-21.0pp | 417.96%-403.0pp |
| Employer contribution / active EE | $2,823 | $3,489-19.1% | $2,836-0.5% | $4,740-40.4% |
| Participant deferral / active EE | $4,551 | $5,338-14.7% | $4,656-2.3% | $6,400-28.9% |
| Admin fee / account holder | $20,406 | $10,926+86.8% | $7,493+172.3% | $11,426+78.6% |