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 | $39,295 | $48,076-18.3% | $78,689-50.1% | $62,891-37.5% |
| Participation rate | 96.6% | 65.2%+31.3pp | 73.6%+23.0pp | 69.3%+27.2pp |
| Annual return | 12.04% | 31.35%-19.3pp | 62.18%-50.1pp | 20.14%-8.1pp |
| Employer contribution / active EE | $5,905 | $2,015+193.1% | $2,851+107.2% | $2,281+158.9% |
| Participant deferral / active EE | $2,624 | $2,588+1.4% | $3,517-25.4% | $3,203-18.1% |
| Admin fee / account holder | $4,004 | $3,207+24.9% | $4,510-11.2% | $4,296-6.8% |