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 | $31,216 | $53,127-41.2% | $86,590-63.9% | $70,131-55.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.32% | 27.66%-12.3pp | 964.84%-949.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,591 | $2,068-23.1% | $2,839-44.0% | $2,342-32.1% |
| Participant deferral / active EE | $1,820 | $2,696-32.5% | $3,609-49.6% | $3,332-45.4% |
| Admin fee / account holder | $4,289 | $3,585+19.6% | $4,906-12.6% | $4,645-7.7% |