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 | $56,997 | $102,616-44.5% | $81,983-30.5% | $158,922-64.1% |
| Participation rate | 76.9% | 75.5%+1.4pp | 69.2%+7.7pp | 82.0%-5.0pp |
| Annual return | 7.65% | 61.04%-53.4pp | 41.31%-33.7pp | 302.83%-295.2pp |
| Employer contribution / active EE | $1,651 | $3,240-49.0% | $2,498-33.9% | $4,761-65.3% |
| Participant deferral / active EE | $3,041 | $4,648-34.6% | $3,722-18.3% | $5,982-49.2% |
| Admin fee / account holder | $753 | $8,235-90.9% | $5,664-86.7% | $11,246-93.3% |