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 | $44,088 | $43,075+2.4% | $74,583-40.9% | $62,891-29.9% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 6.57% | 17.50%-10.9pp | 20.47%-13.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,679 | $1,498+145.6% | $2,525+45.7% | $2,281+61.3% |
| Participant deferral / active EE | $4,871 | $2,389+103.8% | $3,458+40.9% | $3,203+52.1% |
| Admin fee / account holder | $6,308 | $2,840+122.1% | $4,138+52.5% | $4,296+46.9% |