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 | $36,542 | $70,756-48.4% | $65,493-44.2% | $142,382-74.3% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 15.67% | 1754.89%-1739.2pp | 982.45%-966.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,039 | $2,881+5.5% | $2,574+18.1% | $4,299-29.3% |
| Participant deferral / active EE | $3,454 | $4,637-25.5% | $3,961-12.8% | $6,507-46.9% |
| Admin fee / account holder | $2,823 | $6,559-57.0% | $5,028-43.9% | $12,624-77.6% |