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 | $39,582 | $99,957-60.4% | $149,696-73.6% | $73,488-46.1% |
| Participation rate | 87.2% | 75.7%+11.5pp | 82.5%+4.7pp | 70.7%+16.5pp |
| Annual return | 17.89% | 53.87%-36.0pp | 276.60%-258.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $2,155 | $3,191-32.5% | $4,644-53.6% | $2,270-5.1% |
| Participant deferral / active EE | $5,330 | $6,073-12.2% | $6,842-22.1% | $3,740+42.5% |
| Admin fee / account holder | $3,439 | $551+524.5% | $9,309-63.1% | $513+570.3% |