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 | $52,549 | $52,903-0.7% | $73,307-28.3% | $59,632-11.9% |
| Participation rate | 82.9% | 68.2%+14.7pp | 74.9%+8.0pp | 68.7%+14.3pp |
| Annual return | -2.00% | 12.20%-14.2pp | 5.67%-7.7pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $4,524 | $1,909+137.0% | $3,237+39.7% | $2,203+105.4% |
| Participant deferral / active EE | $11,172 | $4,069+174.6% | $4,991+123.8% | $3,192+250.0% |
| Admin fee / account holder | $1,239 | $3,834-67.7% | $5,637-78.0% | $4,297-71.2% |