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 | $50,986 | $89,355-42.9% | $141,162-63.9% | $72,985-30.1% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 35.92% | 111.85%-75.9pp | 71.39%-35.5pp | 81.00%-45.1pp |
| Employer contribution / active EE | $3,046 | $3,114-2.2% | $4,735-35.7% | $2,440+24.8% |
| Participant deferral / active EE | $5,069 | $5,418-6.4% | $6,709-24.4% | $3,607+40.5% |
| Admin fee / account holder | $1,735 | $5,958-70.9% | $10,261-83.1% | $5,124-66.1% |