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 | $47,546 | $54,762-13.2% | $90,281-47.3% | $72,985-34.9% |
| Participation rate | 96.3% | 65.1%+31.2pp | 73.3%+23.0pp | 69.5%+26.8pp |
| Annual return | 24.14% | 30.63%-6.5pp | 78.10%-54.0pp | 81.00%-56.9pp |
| Employer contribution / active EE | $3,932 | $2,092+87.9% | $2,854+37.8% | $2,440+61.2% |
| Participant deferral / active EE | $8,150 | $2,887+182.3% | $3,885+109.8% | $3,607+125.9% |
| Admin fee / account holder | $6,445 | $3,972+62.3% | $5,351+20.4% | $5,124+25.8% |