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 | $26,773 | $112,881-76.3% | $90,951-70.6% | $158,922-83.2% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 7.19% | 215.79%-208.6pp | 134.60%-127.4pp | 302.83%-295.6pp |
| Employer contribution / active EE | $1,580 | $2,893-45.4% | $2,122-25.6% | $4,761-66.8% |
| Participant deferral / active EE | $3,980 | $4,128-3.6% | $3,373+18.0% | $5,982-33.5% |
| Admin fee / account holder | $7,500 | $8,041-6.7% | $5,959+25.9% | $11,246-33.3% |