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 | $22,523 | $135,952-83.4% | $123,892-81.8% | $273,961-91.8% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 12.39% | 56.63%-44.2pp | 47.52%-35.1pp | 41.45%-29.1pp |
| Employer contribution / active EE | $3,134 | $5,170-39.4% | $4,617-32.1% | $4,869-35.6% |
| Participant deferral / active EE | $8,792 | $6,343+38.6% | $5,984+46.9% | $5,287+66.3% |
| Admin fee / account holder | $2,133 | $9,817-78.3% | $8,357-74.5% | $10,132-78.9% |