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 | $62,443 | $73,787-15.4% | $98,716-36.7% | $82,448-24.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 18.53% | 18.57%0pp | 31.81%-13.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $5,249 | $1,511+247.3% | $2,279+130.4% | $2,551+105.8% |
| Participant deferral / active EE | $6,264 | $3,081+103.3% | $4,048+54.8% | $4,139+51.3% |
| Admin fee / account holder | $394 | $6,500-93.9% | $8,703-95.5% | $7,234-94.5% |