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 | $53,716 | $99,877-46.2% | $84,966-36.8% | $145,922-63.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 14.09% | 83.76%-69.7pp | 66.38%-52.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,323 | $3,231-28.1% | $2,727-14.8% | $4,660-50.2% |
| Participant deferral / active EE | $4,566 | $5,291-13.7% | $4,519+1.0% | $6,688-31.7% |
| Admin fee / account holder | $1,643 | $7,248-77.3% | $6,149-73.3% | $13,397-87.7% |