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 | $44,421 | $89,355-50.3% | $141,162-68.5% | $72,985-39.1% |
| Participation rate | 74.5% | 75.1%-0.6pp | 82.5%-8.0pp | 69.5%+5.0pp |
| Annual return | 21.67% | 111.85%-90.2pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $3,316 | $3,114+6.5% | $4,735-30.0% | $2,440+35.9% |
| Participant deferral / active EE | $9,915 | $5,418+83.0% | $6,709+47.8% | $3,607+174.9% |
| Admin fee / account holder | $5,905 | $5,958-0.9% | $10,261-42.4% | $5,124+15.2% |