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 | $43,790 | $102,317-57.2% | $146,958-70.2% | $80,856-45.8% |
| Participation rate | 91.7% | 75.8%+15.8pp | 82.2%+9.5pp | 67.6%+24.0pp |
| Annual return | 18.56% | 134.76%-116.2pp | 418.34%-399.8pp | 35.59%-17.0pp |
| Employer contribution / active EE | $3,397 | $3,713-8.5% | $4,933-31.1% | $2,755+23.3% |
| Participant deferral / active EE | $7,959 | $6,644+19.8% | $8,070-1.4% | $4,296+85.3% |
| Admin fee / account holder | $21,852 | $7,941+175.2% | $12,998+68.1% | $6,918+215.9% |