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 | $46,268 | $89,355-48.2% | $141,162-67.2% | $72,985-36.6% |
| Participation rate | 76.7% | 75.1%+1.6pp | 82.5%-5.7pp | 69.5%+7.3pp |
| Annual return | 24.37% | 111.85%-87.5pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,135 | $3,114-31.4% | $4,735-54.9% | $2,440-12.5% |
| Participant deferral / active EE | $4,311 | $5,418-20.4% | $6,709-35.7% | $3,607+19.5% |
| Admin fee / account holder | $5,614 | $5,958-5.8% | $10,261-45.3% | $5,124+9.6% |