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 | $29,947 | $89,355-66.5% | $141,162-78.8% | $72,985-59.0% |
| Participation rate | 76.5% | 75.1%+1.4pp | 82.5%-6.0pp | 69.5%+7.0pp |
| Annual return | 27.20% | 111.85%-84.6pp | 71.39%-44.2pp | 81.00%-53.8pp |
| Employer contribution / active EE | $2,336 | $3,114-25.0% | $4,735-50.7% | $2,440-4.3% |
| Participant deferral / active EE | $4,174 | $5,418-23.0% | $6,709-37.8% | $3,607+15.7% |
| Admin fee / account holder | $513 | $5,958-91.4% | $10,261-95.0% | $5,124-90.0% |