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 | $56,813 | $93,571-39.3% | $135,903-58.2% | $75,163-24.4% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 20.69% | 30.90%-10.2pp | 68.23%-47.5pp | 160.62%-139.9pp |
| Employer contribution / active EE | $4,429 | $3,537+25.2% | $4,856-8.8% | $2,670+65.9% |
| Participant deferral / active EE | $11,218 | $6,404+75.2% | $7,758+44.6% | $4,125+171.9% |
| Admin fee / account holder | $1,950 | $6,975-72.0% | $10,762-81.9% | $5,651-65.5% |