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 | $52,162 | $71,050-26.6% | $93,606-44.3% | $80,856-35.5% |
| Participation rate | 94.0% | 60.4%+33.6pp | 68.7%+25.3pp | 67.6%+26.4pp |
| Annual return | 22.89% | 11.26%+11.6pp | 133.20%-110.3pp | 35.59%-12.7pp |
| Employer contribution / active EE | $1,761 | $1,564+12.6% | $2,420-27.2% | $2,755-36.1% |
| Participant deferral / active EE | $2,851 | $4,034-29.3% | $4,411-35.4% | $4,296-33.6% |
| Admin fee / account holder | $3,394 | $6,945-51.1% | $8,285-59.0% | $6,918-50.9% |