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 | $40,998 | $98,240-58.3% | $82,313-50.2% | $147,584-72.2% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.2pp | 82.8%-10.1pp |
| Annual return | 21.99% | 30.85%-8.9pp | 25.88%-3.9pp | 578.55%-556.6pp |
| Employer contribution / active EE | $2,000 | $3,192-37.3% | $2,428-17.6% | $4,876-59.0% |
| Participant deferral / active EE | $5,445 | $4,383+24.2% | $3,706+46.9% | $5,439+0.1% |
| Admin fee / account holder | $2,266 | $8,563-73.5% | $5,608-59.6% | $10,885-79.2% |