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 | $39,691 | $70,756-43.9% | $65,493-39.4% | $142,382-72.1% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 13.72% | 1754.89%-1741.2pp | 982.45%-968.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,998 | $2,881-30.7% | $2,574-22.4% | $4,299-53.5% |
| Participant deferral / active EE | $2,343 | $4,637-49.5% | $3,961-40.8% | $6,507-64.0% |
| Admin fee / account holder | $13,839 | $6,559+111.0% | $5,028+175.2% | $12,624+9.6% |