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 | $43,086 | $99,079-56.5% | $77,999-44.8% | $273,961-84.3% |
| Participation rate | 86.4% | 78.6%+7.8pp | 75.5%+10.8pp | 83.0%+3.3pp |
| Annual return | 7.82% | 217.93%-210.1pp | 425.96%-418.1pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,723 | $3,308-17.7% | $2,470+10.2% | $4,869-44.1% |
| Participant deferral / active EE | $1,154 | $4,306-73.2% | $3,497-67.0% | $5,287-78.2% |
| Admin fee / account holder | $3,998 | $8,954-55.3% | $5,480-27.0% | $10,132-60.5% |