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 | $35,161 | $53,127-33.8% | $86,590-59.4% | $70,131-49.9% |
| Participation rate | 73.1% | 65.3%+7.8pp | 73.5%-0.5pp | 69.5%+3.5pp |
| Annual return | 15.49% | 27.66%-12.2pp | 964.84%-949.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,354 | $2,068-34.5% | $2,839-52.3% | $2,342-42.2% |
| Participant deferral / active EE | $2,787 | $2,696+3.4% | $3,609-22.8% | $3,332-16.4% |
| Admin fee / account holder | $14,188 | $3,585+295.7% | $4,906+189.2% | $4,645+205.4% |