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 | $54,907 | $106,515-48.5% | $96,683-43.2% | $139,434-60.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.48% | 38.43%-25.9pp | 35.69%-23.2pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,069 | $4,103-73.9% | $3,737-71.4% | $4,751-77.5% |
| Participant deferral / active EE | $5,380 | $5,454-1.4% | $4,878+10.3% | $6,710-19.8% |
| Admin fee / account holder | $37,786 | $7,877+379.7% | $6,730+461.5% | $11,403+231.4% |