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 | $47,383 | $63,346-25.2% | $92,233-48.6% | $70,131-32.4% |
| Participation rate | 75.0% | 68.7%+6.3pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 19.78% | 530.12%-510.3pp | 176.28%-156.5pp | 73.14%-53.4pp |
| Employer contribution / active EE | $748 | $2,471-69.7% | $3,679-79.7% | $2,342-68.1% |
| Participant deferral / active EE | $3,349 | $2,854+17.4% | $3,897-14.1% | $3,332+0.5% |
| Admin fee / account holder | $1,803 | $3,840-53.1% | $5,194-65.3% | $4,645-61.2% |