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 | $56,917 | $78,672-27.7% | $109,143-47.9% | $85,850-33.7% |
| Participation rate | 97.8% | 68.3%+29.6pp | 75.9%+21.9pp | 69.3%+28.5pp |
| Annual return | 15.48% | 25.09%-9.6pp | 25.75%-10.3pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,863 | $2,735+4.7% | $3,722-23.1% | $2,565+11.6% |
| Participant deferral / active EE | $5,364 | $3,467+54.7% | $4,653+15.3% | $3,952+35.7% |
| Admin fee / account holder | $3,061 | $5,469-44.0% | $6,752-54.7% | $6,260-51.1% |