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 | $58,812 | $77,813-24.4% | $123,544-52.4% | $64,186-8.4% |
| Participation rate | 91.8% | 74.7%+17.1pp | 82.3%+9.5pp | 69.6%+22.2pp |
| Annual return | 7.32% | 12.48%-5.2pp | 119.20%-111.9pp | 7.63%-0.3pp |
| Employer contribution / active EE | $5,621 | $3,014+86.5% | $4,628+21.5% | $2,381+136.1% |
| Participant deferral / active EE | $8,846 | $5,240+68.8% | $6,426+37.7% | $3,470+155.0% |
| Admin fee / account holder | $4,214 | $5,519-23.6% | $9,284-54.6% | $4,888-13.8% |