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 | $52,919 | $46,553+13.7% | $64,056-17.4% | $75,163-29.6% |
| Participation rate | 80.0% | 65.9%+14.1pp | 72.3%+7.7pp | 67.2%+12.8pp |
| Annual return | 17.00% | 26.03%-9.0pp | 33.69%-16.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $4,067 | $1,974+106.0% | $2,747+48.1% | $2,670+52.3% |
| Participant deferral / active EE | $2,847 | $2,837+0.4% | $3,880-26.6% | $4,125-31.0% |
| Admin fee / account holder | $454 | $2,952-84.6% | $3,068-85.2% | $5,651-92.0% |