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 | $71,106 | $93,346-23.8% | $71,796-1.0% | $273,961-74.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.63% | 130.39%-125.8pp | 78.04%-73.4pp | 41.45%-36.8pp |
| Employer contribution / active EE | $889 | $2,733-67.5% | $1,924-53.8% | $4,869-81.7% |
| Participant deferral / active EE | $1,898 | $3,475-45.4% | $2,794-32.1% | $5,287-64.1% |
| Admin fee / account holder | $3,002 | $6,571-54.3% | $4,815-37.7% | $10,132-70.4% |