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 | $72,483 | $106,515-32.0% | $96,683-25.0% | $139,434-48.0% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 12.24% | 38.43%-26.2pp | 35.69%-23.5pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,444 | $4,103-64.8% | $3,737-61.4% | $4,751-69.6% |
| Participant deferral / active EE | $5,001 | $5,454-8.3% | $4,878+2.5% | $6,710-25.5% |
| Admin fee / account holder | $64,452 | $7,877+718.2% | $6,730+857.7% | $11,403+465.2% |