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 | $47,560 | $101,069-52.9% | $81,478-41.6% | $147,584-67.8% |
| Participation rate | 70.8% | 74.5%-3.6pp | 68.0%+2.9pp | 82.8%-12.0pp |
| Annual return | 11.54% | 32.40%-20.9pp | 38.78%-27.2pp | 578.55%-567.0pp |
| Employer contribution / active EE | $3,601 | $3,205+12.4% | $2,568+40.2% | $4,876-26.2% |
| Participant deferral / active EE | $3,439 | $4,242-18.9% | $3,537-2.8% | $5,439-36.8% |
| Admin fee / account holder | $424 | $5,812-92.7% | $4,561-90.7% | $10,885-96.1% |