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 | $42,199 | $65,409-35.5% | $98,442-57.1% | $85,850-50.8% |
| Participation rate | 72.0% | 65.0%+7.0pp | 73.3%-1.3pp | 69.3%+2.7pp |
| Annual return | 14.98% | 21.76%-6.8pp | 1492.73%-1477.7pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,982 | $2,168-8.5% | $2,960-33.0% | $2,565-22.7% |
| Participant deferral / active EE | $4,553 | $3,166+43.8% | $4,276+6.5% | $3,952+15.2% |
| Admin fee / account holder | $3,623 | $4,593-21.1% | $5,949-39.1% | $6,260-42.1% |