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 | $48,976 | $104,907-53.3% | $84,611-42.1% | $152,861-68.0% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 20.33% | 373.79%-353.5pp | 258.74%-238.4pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,055 | $3,302-37.8% | $2,652-22.5% | $4,762-56.9% |
| Participant deferral / active EE | $3,029 | $4,688-35.4% | $3,899-22.3% | $5,850-48.2% |
| Admin fee / account holder | $16,236 | $6,241+160.2% | $4,912+230.5% | $11,596+40.0% |