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 | $79,771 | $82,032-2.8% | $123,104-35.2% | $59,632+33.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 5.01% | 5.12%-0.1pp | 13.22%-8.2pp | 2041.28%-2036.3pp |
| Employer contribution / active EE | $1,688 | $3,297-48.8% | $5,151-67.2% | $2,203-23.4% |
| Participant deferral / active EE | $2,715 | $4,667-41.8% | $6,230-56.4% | $3,192-14.9% |
| Admin fee / account holder | $2,244 | $5,881-61.8% | $9,015-75.1% | $4,297-47.8% |