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 | $52,606 | $84,233-37.5% | $170,442-69.1% | $70,131-25.0% |
| Participation rate | 97.5% | 70.8%+26.7pp | 83.6%+13.9pp | 69.5%+28.0pp |
| Annual return | 14.75% | 23.06%-8.3pp | 205.93%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $3,064 | $3,387-9.5% | $5,433-43.6% | $2,342+30.8% |
| Participant deferral / active EE | $2,555 | $3,086-17.2% | $4,939-48.3% | $3,332-23.3% |
| Admin fee / account holder | $1,485 | $5,698-73.9% | $13,880-89.3% | $4,645-68.0% |