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 | $28,694 | $45,073-36.3% | $69,455-58.7% | $72,985-60.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.32% | 22.65%-7.3pp | 28.97%-13.7pp | 81.00%-65.7pp |
| Employer contribution / active EE | $544 | $2,054-73.5% | $2,779-80.4% | $2,440-77.7% |
| Participant deferral / active EE | $3,035 | $2,602+16.7% | $3,535-14.2% | $3,607-15.9% |
| Admin fee / account holder | $7,687 | $3,056+151.6% | $3,839+100.2% | $5,124+50.0% |