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 | $60,300 | $86,944-30.6% | $107,525-43.9% | $74,304-18.8% |
| Participation rate | 94.1% | 59.6%+34.5pp | 75.1%+19.0pp | 60.3%+33.7pp |
| Annual return | 21.16% | 23.52%-2.4pp | 181.32%-160.2pp | 29.43%-8.3pp |
| Employer contribution / active EE | $3,028 | $2,757+9.8% | $3,754-19.3% | $2,241+35.1% |
| Participant deferral / active EE | $4,919 | $3,554+38.4% | $5,116-3.8% | $3,767+30.6% |
| Admin fee / account holder | $1,392 | $3,727-62.6% | $8,919-84.4% | $2,969-53.1% |