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 | $44,549 | $69,518-35.9% | $59,878-25.6% | $135,375-67.1% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.7%+18.6pp | 82.6%+10.7pp |
| Annual return | 22.70% | 7.94%+14.8pp | 3.46%+19.2pp | 519.73%-497.0pp |
| Employer contribution / active EE | $5,025 | $3,235+55.3% | $2,722+84.6% | $4,779+5.2% |
| Participant deferral / active EE | $2,032 | $4,206-51.7% | $3,402-40.3% | $5,609-63.8% |
| Admin fee / account holder | $641 | $5,734-88.8% | $3,590-82.1% | $10,827-94.1% |