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 | $54,814 | $54,705+0.2% | $71,209-23.0% | $84,808-35.4% |
| Participation rate | 79.4% | 64.1%+15.3pp | 73.8%+5.7pp | 68.3%+11.1pp |
| Annual return | 15.19% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,012 | $2,158-53.1% | $2,721-62.8% | $2,631-61.5% |
| Participant deferral / active EE | $2,109 | $3,030-30.4% | $4,175-49.5% | $4,212-49.9% |
| Admin fee / account holder | $4,138 | $4,863-14.9% | $5,349-22.6% | $7,344-43.7% |