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 | $30,946 | $45,035-31.3% | $62,995-50.9% | $70,131-55.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.40% | 18.76%+0.6pp | 87.57%-68.2pp | 73.14%-53.7pp |
| Employer contribution / active EE | $480 | $2,051-76.6% | $2,759-82.6% | $2,342-79.5% |
| Participant deferral / active EE | $2,812 | $2,465+14.1% | $3,329-15.5% | $3,332-15.6% |
| Admin fee / account holder | $2,811 | $2,834-0.8% | $3,600-21.9% | $4,645-39.5% |