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 | $18,707 | $99,341-81.2% | $84,750-77.9% | $273,961-93.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.55% | 22.93%-18.4pp | 22.78%-18.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $6,616 | $4,214+57.0% | $3,574+85.1% | $4,869+35.9% |
| Participant deferral / active EE | $3,487 | $4,269-18.3% | $3,712-6.1% | $5,287-34.0% |
| Admin fee / account holder | $409 | $6,644-93.8% | $5,332-92.3% | $10,132-96.0% |