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 5-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 | $10,031 | $80,717-87.6% | $154,803-93.5% | $84,808-88.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 29.40% | 37.96%-8.6pp | 58.88%-29.5pp | 40.90%-11.5pp |
| Employer contribution / active EE | $1,641 | $2,761-40.6% | $4,305-61.9% | $2,631-37.6% |
| Participant deferral / active EE | $3,658 | $3,303+10.8% | $5,540-34.0% | $4,212-13.1% |
| Admin fee / account holder | $1,873 | $6,746-72.2% | $14,329-86.9% | $7,344-74.5% |