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 | $22,535 | $65,409-65.5% | $98,442-77.1% | $85,850-73.8% |
| Participation rate | 92.5% | 65.0%+27.5pp | 73.3%+19.2pp | 69.3%+23.2pp |
| Annual return | 13.56% | 21.76%-8.2pp | 1492.73%-1479.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,230 | $2,168+2.9% | $2,960-24.6% | $2,565-13.0% |
| Participant deferral / active EE | $7,025 | $3,166+121.9% | $4,276+64.3% | $3,952+77.8% |
| Admin fee / account holder | $665 | $4,593-85.5% | $5,949-88.8% | $6,260-89.4% |