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 | $35,022 | $93,571-62.6% | $135,903-74.2% | $75,163-53.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.04% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,762 | $3,537-21.9% | $4,856-43.1% | $2,670+3.5% |
| Participant deferral / active EE | $4,429 | $6,404-30.8% | $7,758-42.9% | $4,125+7.4% |
| Admin fee / account holder | $1,113 | $6,975-84.0% | $10,762-89.7% | $5,651-80.3% |