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 | $59,382 | $77,634-23.5% | $156,549-62.1% | $62,891-5.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.24% | 50.32%-40.1pp | 32.23%-22.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $5,898 | $3,444+71.3% | $5,501+7.2% | $2,281+158.6% |
| Participant deferral / active EE | $3,955 | $3,045+29.9% | $4,871-18.8% | $3,203+23.5% |
| Admin fee / account holder | $4,715 | $5,561-15.2% | $13,027-63.8% | $4,296+9.8% |