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 | $25,429 | $90,503-71.9% | $78,689-67.7% | $273,961-90.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.09% | 75.60%-65.5pp | 62.18%-52.1pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,513 | $3,176-52.3% | $2,851-46.9% | $4,869-68.9% |
| Participant deferral / active EE | $1,628 | $3,901-58.3% | $3,517-53.7% | $5,287-69.2% |
| Admin fee / account holder | $8,136 | $5,263+54.6% | $4,510+80.4% | $10,132-19.7% |