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 | $41,534 | $78,422-47.0% | $95,952-56.7% | $79,858-48.0% |
| Participation rate | 95.1% | 73.5%+21.6pp | 77.1%+18.0pp | 69.6%+25.5pp |
| Annual return | 13.01% | 19.37%-6.4pp | 91.61%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,724 | $1,945-11.4% | $2,541-32.2% | $2,471-30.2% |
| Participant deferral / active EE | $4,068 | $3,440+18.3% | $4,167-2.4% | $3,740+8.8% |
| Admin fee / account holder | $12,996 | $5,622+131.2% | $6,795+91.3% | $5,306+144.9% |