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 | $8,456 | $70,756-88.0% | $65,493-87.1% | $142,382-94.1% |
| Participation rate | 78.6% | 77.4%+1.2pp | 73.1%+5.5pp | 80.1%-1.5pp |
| Annual return | 21.51% | 1754.89%-1733.4pp | 982.45%-960.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $689 | $2,881-76.1% | $2,574-73.2% | $4,299-84.0% |
| Participant deferral / active EE | $2,022 | $4,637-56.4% | $3,961-49.0% | $6,507-68.9% |
| Admin fee / account holder | $4,114 | $6,559-37.3% | $5,028-18.2% | $12,624-67.4% |