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 | $44,062 | $65,685-32.9% | $57,179-22.9% | $273,961-83.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.18% | 21.99%-13.8pp | 14.59%-6.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,082 | $3,279-67.0% | $2,682-59.7% | $4,869-77.8% |
| Participant deferral / active EE | $4,126 | $3,782+9.1% | $3,096+33.3% | $5,287-22.0% |
| Admin fee / account holder | $1,313 | $4,835-72.8% | $3,139-58.2% | $10,132-87.0% |