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 | $20,795 | $99,877-79.2% | $84,966-75.5% | $145,922-85.7% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 18.28% | 83.76%-65.5pp | 66.38%-48.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $3,312 | $3,231+2.5% | $2,727+21.4% | $4,660-28.9% |
| Participant deferral / active EE | $1,961 | $5,291-62.9% | $4,519-56.6% | $6,688-70.7% |
| Admin fee / account holder | $1,214 | $7,248-83.2% | $6,149-80.3% | $13,397-90.9% |