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 | $50,367 | $93,571-46.2% | $135,903-62.9% | $75,163-33.0% |
| Participation rate | 82.3% | 75.2%+7.1pp | 81.9%+0.4pp | 67.2%+15.1pp |
| Annual return | 19.00% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,647 | $3,537-25.2% | $4,856-45.5% | $2,670-0.9% |
| Participant deferral / active EE | $4,762 | $6,404-25.6% | $7,758-38.6% | $4,125+15.4% |
| Admin fee / account holder | $1,670 | $6,975-76.1% | $10,762-84.5% | $5,651-70.5% |