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 | $28,223 | $71,809-60.7% | $61,048-53.8% | $152,861-81.5% |
| Participation rate | 84.6% | 84.2%+0.4pp | 79.3%+5.3pp | 82.4%+2.2pp |
| Annual return | 15.41% | 29.74%-14.3pp | 26.18%-10.8pp | 345.32%-329.9pp |
| Employer contribution / active EE | $3,076 | $4,545-32.3% | $3,716-17.2% | $4,762-35.4% |
| Participant deferral / active EE | $2,123 | $5,467-61.2% | $4,470-52.5% | $5,850-63.7% |
| Admin fee / account holder | $1,503 | $4,750-68.4% | $3,728-59.7% | $11,596-87.0% |