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 | $27,854 | $69,207-59.8% | $64,056-56.5% | $139,434-80.0% |
| Participation rate | 73.3% | 75.6%-2.3pp | 72.3%+1.0pp | 80.3%-7.0pp |
| Annual return | 17.00% | 45.88%-28.9pp | 33.69%-16.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,711 | $3,182-14.8% | $2,747-1.3% | $4,751-42.9% |
| Participant deferral / active EE | $2,784 | $4,682-40.5% | $3,880-28.3% | $6,710-58.5% |
| Admin fee / account holder | $14,232 | $4,244+235.3% | $3,068+363.9% | $11,403+24.8% |