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 | $71,729 | $111,724-35.8% | $93,606-23.4% | $145,922-50.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 16.36% | 202.98%-186.6pp | 133.20%-116.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,984 | $3,090-35.8% | $2,420-18.0% | $4,660-57.4% |
| Participant deferral / active EE | $4,195 | $4,912-14.6% | $4,411-4.9% | $6,688-37.3% |
| Admin fee / account holder | $6,027 | $10,250-41.2% | $8,285-27.3% | $13,397-55.0% |