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 | $56,463 | $102,966-45.2% | $90,281-37.5% | $152,861-63.1% |
| Participation rate | 77.3% | 75.9%+1.4pp | 73.3%+4.0pp | 82.4%-5.2pp |
| Annual return | 16.90% | 95.16%-78.3pp | 78.10%-61.2pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,489 | $3,139-20.7% | $2,854-12.8% | $4,762-47.7% |
| Participant deferral / active EE | $3,375 | $4,281-21.2% | $3,885-13.1% | $5,850-42.3% |
| Admin fee / account holder | $15,120 | $6,171+145.0% | $5,351+182.6% | $11,596+30.4% |