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 4-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 | $42,315 | $70,756-40.2% | $65,493-35.4% | $142,382-70.3% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.1%-10.1pp |
| Annual return | 17.87% | 1754.89%-1737.0pp | 982.45%-964.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,735 | $2,881-5.0% | $2,574+6.3% | $4,299-36.4% |
| Participant deferral / active EE | $5,453 | $4,637+17.6% | $3,961+37.7% | $6,507-16.2% |
| Admin fee / account holder | $1,402 | $6,559-78.6% | $5,028-72.1% | $12,624-88.9% |