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 | $49,895 | $117,841-57.7% | $102,423-51.3% | $145,922-65.8% |
| Participation rate | 81.0% | 78.6%+2.4pp | 76.5%+4.5pp | 80.3%+0.7pp |
| Annual return | 9.87% | 31.65%-21.8pp | 29.32%-19.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,283 | $3,615-36.9% | $3,023-24.5% | $4,660-51.0% |
| Participant deferral / active EE | $4,967 | $5,731-13.3% | $5,053-1.7% | $6,688-25.7% |
| Admin fee / account holder | $1,346 | $13,326-89.9% | $9,451-85.8% | $13,397-90.0% |