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 | $25,389 | $91,037-72.1% | $71,671-64.6% | $147,584-82.8% |
| Participation rate | 77.8% | 76.1%+1.7pp | 68.7%+9.0pp | 82.8%-5.1pp |
| Annual return | 19.30% | 20.48%-1.2pp | 20.65%-1.4pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,720 | $3,327-48.3% | $2,460-30.1% | $4,876-64.7% |
| Participant deferral / active EE | $2,296 | $4,498-48.9% | $3,438-33.2% | $5,439-57.8% |
| Admin fee / account holder | $1,434 | $8,613-83.4% | $5,558-74.2% | $10,885-86.8% |