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 | $25,335 | $53,127-52.3% | $86,590-70.7% | $70,131-63.9% |
| Participation rate | 92.3% | 65.3%+27.0pp | 73.5%+18.8pp | 69.5%+22.8pp |
| Annual return | 17.78% | 27.66%-9.9pp | 964.84%-947.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $2,858 | $2,068+38.2% | $2,839+0.7% | $2,342+22.0% |
| Participant deferral / active EE | $4,126 | $2,696+53.0% | $3,609+14.3% | $3,332+23.8% |
| Admin fee / account holder | $9,945 | $3,585+177.4% | $4,906+102.7% | $4,645+114.1% |