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 | $64,567 | $79,944-19.2% | $98,439-34.4% | $75,163-14.1% |
| Participation rate | 90.2% | 70.4%+19.8pp | 75.2%+15.0pp | 67.2%+23.0pp |
| Annual return | 13.22% | 19.75%-6.5pp | 21.16%-7.9pp | 160.62%-147.4pp |
| Employer contribution / active EE | $2,155 | $2,264-4.8% | $3,048-29.3% | $2,670-19.3% |
| Participant deferral / active EE | $2,592 | $3,752-30.9% | $4,738-45.3% | $4,125-37.2% |
| Admin fee / account holder | $33,789 | $6,840+394.0% | $8,948+277.6% | $5,651+497.9% |