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 | $24,613 | $53,127-53.7% | $86,590-71.6% | $70,131-64.9% |
| Participation rate | 97.3% | 65.3%+32.0pp | 73.5%+23.7pp | 69.5%+27.8pp |
| Annual return | 17.68% | 27.66%-10.0pp | 964.84%-947.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,240 | $2,068+8.3% | $2,839-21.1% | $2,342-4.4% |
| Participant deferral / active EE | $6,064 | $2,696+124.9% | $3,609+68.0% | $3,332+82.0% |
| Admin fee / account holder | $3,656 | $3,585+2.0% | $4,906-25.5% | $4,645-21.3% |