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 | $55,617 | $101,724-45.3% | $164,813-66.3% | $80,856-31.2% |
| Participation rate | 85.2% | 71.8%+13.4pp | 78.6%+6.6pp | 67.6%+17.5pp |
| Annual return | 13.20% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,110 | $2,953+39.2% | $4,341-5.3% | $2,755+49.2% |
| Participant deferral / active EE | $7,595 | $4,477+69.6% | $6,031+25.9% | $4,296+76.8% |
| Admin fee / account holder | $1,864 | $8,227-77.3% | $12,690-85.3% | $6,918-73.1% |