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 | $69,370 | $85,766-19.1% | $136,294-49.1% | $70,131-1.1% |
| Participation rate | 81.3% | 74.2%+7.1pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 28.64% | 31.45%-2.8pp | 5155.94%-5127.3pp | 73.14%-44.5pp |
| Employer contribution / active EE | $732 | $2,966-75.3% | $4,695-84.4% | $2,342-68.8% |
| Participant deferral / active EE | $4,211 | $5,051-16.6% | $6,247-32.6% | $3,332+26.4% |
| Admin fee / account holder | $962 | $5,420-82.2% | $9,243-89.6% | $4,645-79.3% |