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 | $41,489 | $95,266-56.4% | $82,389-49.6% | $142,382-70.9% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.5%+25.5pp | 80.1%+14.9pp |
| Annual return | 13.55% | 25.74%-12.2pp | 28.67%-15.1pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,419 | $2,991-52.5% | $2,517-43.6% | $4,299-67.0% |
| Participant deferral / active EE | $3,528 | $4,809-26.6% | $4,155-15.1% | $6,507-45.8% |
| Admin fee / account holder | $33,386 | $8,563+289.9% | $7,231+361.7% | $12,624+164.5% |