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 | $55,392 | $78,422-29.4% | $95,952-42.3% | $79,858-30.6% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.3pp | 69.6%+26.7pp |
| Annual return | 18.93% | 19.37%-0.4pp | 91.61%-72.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,523 | $1,945-21.7% | $2,541-40.0% | $2,471-38.3% |
| Participant deferral / active EE | $3,804 | $3,440+10.6% | $4,167-8.7% | $3,740+1.7% |
| Admin fee / account holder | $7,079 | $5,622+25.9% | $6,795+4.2% | $5,306+33.4% |