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 | $22,781 | $80,717-71.8% | $154,803-85.3% | $84,808-73.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 21.38% | 37.96%-16.6pp | 58.88%-37.5pp | 40.90%-19.5pp |
| Employer contribution / active EE | $2,901 | $2,761+5.1% | $4,305-32.6% | $2,631+10.3% |
| Participant deferral / active EE | $3,142 | $3,303-4.9% | $5,540-43.3% | $4,212-25.4% |
| Admin fee / account holder | $6,576 | $6,746-2.5% | $14,329-54.1% | $7,344-10.5% |