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 | $23,261 | $177,572-86.9% | $154,803-85.0% | $142,382-83.7% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 19.80% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,272 | $4,810-32.0% | $4,305-24.0% | $4,299-23.9% |
| Participant deferral / active EE | $6,726 | $6,272+7.2% | $5,540+21.4% | $6,507+3.4% |
| Admin fee / account holder | $4,100 | $16,786-75.6% | $14,329-71.4% | $12,624-67.5% |