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 | $44,360 | $58,512-24.2% | $84,015-47.2% | $72,985-39.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 18.45% | 28.93%-10.5pp | 71.31%-52.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,209 | $1,163+4.0% | $1,983-39.0% | $2,440-50.4% |
| Participant deferral / active EE | $2,806 | $2,394+17.2% | $3,239-13.4% | $3,607-22.2% |
| Admin fee / account holder | $519 | $4,569-88.6% | $6,101-91.5% | $5,124-89.9% |