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 | $30,496 | $91,190-66.6% | $178,490-82.9% | $79,858-61.8% |
| Participation rate | 75.0% | 69.2%+5.8pp | 81.9%-6.9pp | 69.6%+5.4pp |
| Annual return | 22.03% | 24.19%-2.2pp | 151.07%-129.0pp | 31.71%-9.7pp |
| Employer contribution / active EE | $2,548 | $3,256-21.7% | $5,011-49.1% | $2,471+3.1% |
| Participant deferral / active EE | $1,472 | $3,236-54.5% | $5,202-71.7% | $3,740-60.6% |
| Admin fee / account holder | $907 | $6,751-86.6% | $13,984-93.5% | $5,306-82.9% |