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 | $40,523 | $102,966-60.6% | $90,281-55.1% | $152,861-73.5% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.4%-12.4pp |
| Annual return | 30.00% | 95.16%-65.2pp | 78.10%-48.1pp | 345.32%-315.3pp |
| Employer contribution / active EE | $2,582 | $3,139-17.7% | $2,854-9.5% | $4,762-45.8% |
| Participant deferral / active EE | $4,193 | $4,281-2.1% | $3,885+7.9% | $5,850-28.3% |
| Admin fee / account holder | $2,099 | $6,171-66.0% | $5,351-60.8% | $11,596-81.9% |