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 | $23,352 | $54,705-57.3% | $71,209-67.2% | $84,808-72.5% |
| Participation rate | 95.7% | 64.1%+31.6pp | 73.8%+21.9pp | 68.3%+27.3pp |
| Annual return | 19.97% | 35.90%-15.9pp | 282.51%-262.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,154 | $2,158-0.2% | $2,721-20.8% | $2,631-18.1% |
| Participant deferral / active EE | $3,652 | $3,030+20.5% | $4,175-12.5% | $4,212-13.3% |
| Admin fee / account holder | $8,408 | $4,863+72.9% | $5,349+57.2% | $7,344+14.5% |