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 | $28,252 | $46,553-39.3% | $64,056-55.9% | $75,163-62.4% |
| Participation rate | 93.5% | 65.9%+27.6pp | 72.3%+21.2pp | 67.2%+26.4pp |
| Annual return | 14.54% | 26.03%-11.5pp | 33.69%-19.1pp | 160.62%-146.1pp |
| Employer contribution / active EE | $3,118 | $1,974+58.0% | $2,747+13.5% | $2,670+16.8% |
| Participant deferral / active EE | $3,639 | $2,837+28.3% | $3,880-6.2% | $4,125-11.8% |
| Admin fee / account holder | $2,393 | $2,952-18.9% | $3,068-22.0% | $5,651-57.7% |