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 | $29,331 | $56,054-47.7% | $171,082-82.9% | $62,891-53.4% |
| Participation rate | 85.7% | 62.9%+22.8pp | 76.7%+9.0pp | 69.3%+16.4pp |
| Annual return | 9.91% | 22.52%-12.6pp | 32.56%-22.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,458 | $1,731-15.8% | $4,002-63.6% | $2,281-36.1% |
| Participant deferral / active EE | $4,294 | $3,158+36.0% | $4,797-10.5% | $3,203+34.1% |
| Admin fee / account holder | $9,063 | $3,647+148.5% | $8,520+6.4% | $4,296+111.0% |