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 | $25,510 | $85,766-70.3% | $136,294-81.3% | $70,131-63.6% |
| Participation rate | 88.2% | 74.2%+14.1pp | 81.9%+6.3pp | 69.5%+18.7pp |
| Annual return | 20.28% | 31.45%-11.2pp | 5155.94%-5135.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $3,160 | $2,966+6.5% | $4,695-32.7% | $2,342+34.9% |
| Participant deferral / active EE | $7,879 | $5,051+56.0% | $6,247+26.1% | $3,332+136.5% |
| Admin fee / account holder | $7,603 | $5,420+40.3% | $9,243-17.7% | $4,645+63.7% |