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 | $54,104 | $133,922-59.6% | $116,228-53.5% | $142,382-62.0% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.6%+20.2pp | 80.1%+14.6pp |
| Annual return | 10.19% | 147.76%-137.6pp | 90.06%-79.9pp | 217.08%-206.9pp |
| Employer contribution / active EE | $3,057 | $3,446-11.3% | $2,994+2.1% | $4,299-28.9% |
| Participant deferral / active EE | $3,214 | $5,672-43.3% | $4,953-35.1% | $6,507-50.6% |
| Admin fee / account holder | $11,484 | $14,945-23.2% | $11,989-4.2% | $12,624-9.0% |