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 | $20,704 | $40,256-48.6% | $57,343-63.9% | $59,632-65.3% |
| Participation rate | 98.0% | 69.2%+28.9pp | 75.1%+22.9pp | 68.7%+29.4pp |
| Annual return | 1.95% | 27.49%-25.5pp | 24.39%-22.4pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $2,014 | $1,922+4.8% | $2,689-25.1% | $2,203-8.5% |
| Participant deferral / active EE | $2,014 | $2,399-16.0% | $3,162-36.3% | $3,192-36.9% |
| Admin fee / account holder | $798 | $2,818-71.7% | $3,356-76.2% | $4,297-81.4% |