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 | $50,400 | $51,576-2.3% | $129,207-61.0% | $80,856-37.7% |
| Participation rate | 93.5% | 57.0%+36.6pp | 69.6%+23.9pp | 67.6%+25.9pp |
| Annual return | 12.07% | 20.81%-8.7pp | 9417.33%-9405.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $613 | $1,584-61.3% | $4,153-85.2% | $2,755-77.7% |
| Participant deferral / active EE | $4,161 | $2,669+55.9% | $4,168-0.2% | $4,296-3.1% |
| Admin fee / account holder | $3,439 | $4,305-20.1% | $7,715-55.4% | $6,918-50.3% |