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 | $38,888 | $69,515-44.1% | $86,874-55.2% | $85,850-54.7% |
| Participation rate | 71.0% | 66.3%+4.6pp | 71.6%-0.7pp | 69.3%+1.7pp |
| Annual return | 25.54% | 20.12%+5.4pp | 63.52%-38.0pp | 318.53%-293.0pp |
| Employer contribution / active EE | $2,194 | $1,880+16.7% | $2,495-12.1% | $2,565-14.5% |
| Participant deferral / active EE | $4,097 | $2,919+40.3% | $3,699+10.7% | $3,952+3.7% |
| Admin fee / account holder | $6,047 | $5,972+1.3% | $5,828+3.7% | $6,260-3.4% |