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 | $47,184 | $48,795-3.3% | $65,493-28.0% | $84,808-44.4% |
| Participation rate | 73.5% | 67.0%+6.5pp | 73.1%+0.4pp | 68.3%+5.2pp |
| Annual return | 19.48% | 20.20%-0.7pp | 982.45%-963.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,764 | $1,930+43.2% | $2,574+7.4% | $2,631+5.1% |
| Participant deferral / active EE | $1,280 | $2,928-56.3% | $3,961-67.7% | $4,212-69.6% |
| Admin fee / account holder | $3,159 | $3,877-18.5% | $5,028-37.2% | $7,344-57.0% |