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 | $54,006 | $81,460-33.7% | $103,333-47.7% | $80,856-33.2% |
| Participation rate | 82.9% | 66.8%+16.0pp | 74.5%+8.3pp | 67.6%+15.2pp |
| Annual return | 10.70% | 25.55%-14.8pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,751 | $3,105-11.4% | $3,868-28.9% | $2,755-0.1% |
| Participant deferral / active EE | $6,836 | $3,869+76.7% | $5,057+35.2% | $4,296+59.1% |
| Admin fee / account holder | $5,254 | $6,566-20.0% | $8,355-37.1% | $6,918-24.1% |