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 | $49,202 | $57,016-13.7% | $84,966-42.1% | $80,856-39.1% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 14.23% | 21.66%-7.4pp | 66.38%-52.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,713 | $1,798+50.9% | $2,727-0.5% | $2,755-1.5% |
| Participant deferral / active EE | $4,485 | $3,110+44.2% | $4,519-0.8% | $4,296+4.4% |
| Admin fee / account holder | $1,243 | $4,980-75.0% | $6,149-79.8% | $6,918-82.0% |