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 | $17,029 | $58,927-71.1% | $76,817-77.8% | $72,985-76.7% |
| Participation rate | 71.4% | 67.3%+4.1pp | 72.1%-0.7pp | 69.5%+1.9pp |
| Annual return | 18.81% | 2305.64%-2286.8pp | 1166.11%-1147.3pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,905 | $1,787+6.6% | $2,302-17.3% | $2,440-21.9% |
| Participant deferral / active EE | $1,097 | $2,690-59.2% | $3,336-67.1% | $3,607-69.6% |
| Admin fee / account holder | $691 | $4,013-82.8% | $6,420-89.2% | $5,124-86.5% |