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 | $52,666 | $65,365-19.4% | $92,893-43.3% | $72,985-27.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.32% | 42.10%-18.8pp | 109.41%-86.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,569 | $2,594-1.0% | $3,653-29.7% | $2,440+5.3% |
| Participant deferral / active EE | $5,594 | $3,128+78.8% | $4,236+32.1% | $3,607+55.1% |
| Admin fee / account holder | $4,910 | $4,251+15.5% | $5,794-15.3% | $5,124-4.2% |