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 | $51,449 | $73,933-30.4% | $96,683-46.8% | $75,163-31.6% |
| Participation rate | 70.0% | 66.4%+3.6pp | 74.3%-4.3pp | 67.2%+2.8pp |
| Annual return | 15.90% | 26.70%-10.8pp | 35.69%-19.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,545 | $2,928-47.2% | $3,737-58.6% | $2,670-42.1% |
| Participant deferral / active EE | $3,182 | $3,659-13.0% | $4,878-34.8% | $4,125-22.9% |
| Admin fee / account holder | $334 | $5,216-93.6% | $6,730-95.0% | $5,651-94.1% |