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 | $42,427 | $69,515-39.0% | $86,874-51.2% | $85,850-50.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 12.51% | 20.12%-7.6pp | 63.52%-51.0pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,859 | $1,880+52.1% | $2,495+14.6% | $2,565+11.5% |
| Participant deferral / active EE | $2,928 | $2,919+0.3% | $3,699-20.8% | $3,952-25.9% |
| Admin fee / account holder | $828 | $5,972-86.1% | $5,828-85.8% | $6,260-86.8% |