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 | $50,963 | $51,175-0.4% | $70,515-27.7% | $75,163-32.2% |
| Participation rate | 75.0% | 60.9%+14.1pp | 68.3%+6.7pp | 67.2%+7.8pp |
| Annual return | 20.75% | 30.02%-9.3pp | 32.77%-12.0pp | 160.62%-139.9pp |
| Employer contribution / active EE | $667 | $1,826-63.5% | $2,973-77.6% | $2,670-75.0% |
| Participant deferral / active EE | $4,105 | $2,849+44.1% | $4,567-10.1% | $4,125-0.5% |
| Admin fee / account holder | $1,050 | $4,091-74.3% | $6,412-83.6% | $5,651-81.4% |