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 | $38,116 | $86,286-55.8% | $111,297-65.8% | $85,850-55.6% |
| Participation rate | 92.4% | 73.3%+19.1pp | 77.3%+15.1pp | 69.3%+23.1pp |
| Annual return | 17.94% | 19.99%-2.0pp | 54.65%-36.7pp | 318.53%-300.6pp |
| Employer contribution / active EE | $2,158 | $2,043+5.6% | $2,731-21.0% | $2,565-15.9% |
| Participant deferral / active EE | $2,433 | $3,641-33.2% | $4,487-45.8% | $3,952-38.4% |
| Admin fee / account holder | $11,909 | $8,188+45.4% | $7,964+49.5% | $6,260+90.2% |