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 | $74,515 | $100,041-25.5% | $149,718-50.2% | $70,131+6.3% |
| Participation rate | 80.5% | 83.6%-3.1pp | 87.1%-6.6pp | 69.5%+10.9pp |
| Annual return | 18.40% | 27.43%-9.0pp | 1501.63%-1483.2pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,400 | $3,662-61.8% | $5,445-74.3% | $2,342-40.2% |
| Participant deferral / active EE | $3,869 | $4,983-22.4% | $6,569-41.1% | $3,332+16.1% |
| Admin fee / account holder | $1,831 | $8,286-77.9% | $11,283-83.8% | $4,645-60.6% |