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 | $16,975 | $48,795-65.2% | $65,493-74.1% | $84,808-80.0% |
| Participation rate | 77.8% | 67.0%+10.8pp | 73.1%+4.7pp | 68.3%+9.5pp |
| Annual return | 14.95% | 20.20%-5.3pp | 982.45%-967.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,480 | $1,930-23.3% | $2,574-42.5% | $2,631-43.7% |
| Participant deferral / active EE | $2,555 | $2,928-12.8% | $3,961-35.5% | $4,212-39.3% |
| Admin fee / account holder | $1,208 | $3,877-68.8% | $5,028-76.0% | $7,344-83.5% |