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 | $40,293 | $74,888-46.2% | $71,209-43.4% | $142,382-71.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 14.01% | 345.14%-331.1pp | 282.51%-268.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,509 | $2,854-47.1% | $2,721-44.5% | $4,299-64.9% |
| Participant deferral / active EE | $3,940 | $4,454-11.6% | $4,175-5.6% | $6,507-39.5% |
| Admin fee / account holder | $1,094 | $5,568-80.3% | $5,349-79.5% | $12,624-91.3% |