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 | $66,975 | $76,552-12.5% | $123,892-45.9% | $62,891+6.5% |
| Participation rate | 98.1% | 73.0%+25.1pp | 81.4%+16.7pp | 69.3%+28.8pp |
| Annual return | 6.51% | 18.68%-12.2pp | 47.52%-41.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $8,207 | $2,883+184.7% | $4,617+77.8% | $2,281+259.8% |
| Participant deferral / active EE | $5,189 | $4,840+7.2% | $5,984-13.3% | $3,203+62.0% |
| Admin fee / account holder | $5,595 | $4,826+15.9% | $8,357-33.1% | $4,296+30.2% |