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 | $31,905 | $89,355-64.3% | $141,162-77.4% | $72,985-56.3% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 20.19% | 111.85%-91.7pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,642 | $3,114-15.2% | $4,735-44.2% | $2,440+8.3% |
| Participant deferral / active EE | $4,705 | $5,418-13.2% | $6,709-29.9% | $3,607+30.4% |
| Admin fee / account holder | $2,103 | $5,958-64.7% | $10,261-79.5% | $5,124-59.0% |