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 | $56,569 | $91,552-38.2% | $133,956-57.8% | $79,858-29.2% |
| Participation rate | 91.5% | 73.3%+18.1pp | 79.8%+11.7pp | 69.6%+21.9pp |
| Annual return | 12.68% | 61.85%-49.2pp | 45.09%-32.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $5,731 | $2,384+140.5% | $3,919+46.3% | $2,471+132.0% |
| Participant deferral / active EE | $2,722 | $3,733-27.1% | $5,048-46.1% | $3,740-27.2% |
| Admin fee / account holder | $13,549 | $6,321+114.3% | $8,927+51.8% | $5,306+155.3% |