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 | $56,194 | $101,317-44.5% | $146,958-61.8% | $74,495-24.6% |
| Participation rate | 71.2% | 75.5%-4.4pp | 82.2%-11.0pp | 67.2%+4.0pp |
| Annual return | 16.13% | 8730.91%-8714.8pp | 418.34%-402.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,320 | $3,810-65.4% | $4,933-73.2% | $2,623-49.7% |
| Participant deferral / active EE | $5,411 | $7,303-25.9% | $8,070-33.0% | $4,346+24.5% |
| Admin fee / account holder | $1,374 | $1,739-21.0% | $12,998-89.4% | $1,942-29.2% |