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 | $52,773 | $53,127-0.7% | $86,590-39.1% | $70,131-24.8% |
| Participation rate | 78.4% | 65.3%+13.1pp | 73.5%+4.8pp | 69.5%+8.8pp |
| Annual return | 21.06% | 27.66%-6.6pp | 964.84%-943.8pp | 73.14%-52.1pp |
| Employer contribution / active EE | $1,555 | $2,068-24.8% | $2,839-45.2% | $2,342-33.6% |
| Participant deferral / active EE | $2,356 | $2,696-12.6% | $3,609-34.7% | $3,332-29.3% |
| Admin fee / account holder | $7,470 | $3,585+108.3% | $4,906+52.3% | $4,645+60.8% |