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 | $25,800 | $39,122-34.1% | $57,179-54.9% | $62,891-59.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 2.31% | 9.23%-6.9pp | 14.59%-12.3pp | 20.14%-17.8pp |
| Employer contribution / active EE | $1,775 | $1,874-5.3% | $2,682-33.8% | $2,281-22.2% |
| Participant deferral / active EE | $1,258 | $2,374-47.0% | $3,096-59.4% | $3,203-60.7% |
| Admin fee / account holder | $2,415 | $2,592-6.8% | $3,139-23.1% | $4,296-43.8% |