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 | $53,595 | $85,766-37.5% | $136,294-60.7% | $70,131-23.6% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 17.06% | 31.45%-14.4pp | 5155.94%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $6,643 | $2,966+124.0% | $4,695+41.5% | $2,342+183.6% |
| Participant deferral / active EE | $5,557 | $5,051+10.0% | $6,247-11.1% | $3,332+66.8% |
| Admin fee / account holder | $603 | $5,420-88.9% | $9,243-93.5% | $4,645-87.0% |