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 | $32,829 | $85,766-61.7% | $136,294-75.9% | $70,131-53.2% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 23.85% | 31.45%-7.6pp | 5155.94%-5132.1pp | 73.14%-49.3pp |
| Employer contribution / active EE | $7,061 | $2,966+138.1% | $4,695+50.4% | $2,342+201.4% |
| Participant deferral / active EE | $5,581 | $5,051+10.5% | $6,247-10.7% | $3,332+67.5% |
| Admin fee / account holder | $4,254 | $5,420-21.5% | $9,243-54.0% | $4,645-8.4% |