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 | $42,534 | $91,190-53.4% | $178,490-76.2% | $79,858-46.7% |
| Participation rate | 93.8% | 69.2%+24.5pp | 81.9%+11.8pp | 69.6%+24.1pp |
| Annual return | 20.43% | 24.19%-3.8pp | 151.07%-130.6pp | 31.71%-11.3pp |
| Employer contribution / active EE | $6,331 | $3,256+94.5% | $5,011+26.4% | $2,471+156.2% |
| Participant deferral / active EE | $5,158 | $3,236+59.4% | $5,202-0.8% | $3,740+37.9% |
| Admin fee / account holder | $1,368 | $6,751-79.7% | $13,984-90.2% | $5,306-74.2% |