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 | $27,862 | $99,079-71.9% | $77,999-64.3% | $273,961-89.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 2.16% | 217.93%-215.8pp | 425.96%-423.8pp | 41.45%-39.3pp |
| Employer contribution / active EE | $1,935 | $3,308-41.5% | $2,470-21.7% | $4,869-60.3% |
| Participant deferral / active EE | $10,211 | $4,306+137.1% | $3,497+192.0% | $5,287+93.1% |
| Admin fee / account holder | $475 | $8,954-94.7% | $5,480-91.3% | $10,132-95.3% |