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 | $28,209 | $72,396-61.0% | $67,511-58.2% | $145,959-80.7% |
| Participation rate | 73.3% | 76.9%-3.5pp | 72.9%+0.4pp | 80.3%-7.0pp |
| Annual return | 12.51% | 7194.07%-7181.6pp | 3517.41%-3504.9pp | 561.95%-549.4pp |
| Employer contribution / active EE | $720 | $3,071-76.5% | $2,733-73.6% | $4,661-84.5% |
| Participant deferral / active EE | $4,794 | $4,781+0.3% | $4,000+19.8% | $6,689-28.3% |
| Admin fee / account holder | $11,662 | $5,538+110.6% | $3,999+191.6% | $13,398-13.0% |