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 | $41,710 | $99,652-58.1% | $78,778-47.1% | $147,584-71.7% |
| Participation rate | 82.4% | 76.2%+6.1pp | 69.2%+13.2pp | 82.8%-0.5pp |
| Annual return | 16.55% | 47.28%-30.7pp | 35.62%-19.1pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,316 | $2,796-52.9% | $1,986-33.7% | $4,876-73.0% |
| Participant deferral / active EE | $3,245 | $3,664-11.4% | $2,958+9.7% | $5,439-40.3% |
| Admin fee / account holder | $5,524 | $7,155-22.8% | $5,134+7.6% | $10,885-49.3% |