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 | $60,566 | $78,422-22.8% | $95,952-36.9% | $79,858-24.2% |
| Participation rate | 93.5% | 73.5%+20.1pp | 77.1%+16.5pp | 69.6%+23.9pp |
| Annual return | 20.46% | 19.37%+1.1pp | 91.61%-71.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $2,297 | $1,945+18.1% | $2,541-9.6% | $2,471-7.0% |
| Participant deferral / active EE | $4,782 | $3,440+39.0% | $4,167+14.8% | $3,740+27.8% |
| Admin fee / account holder | $3,046 | $5,622-45.8% | $6,795-55.2% | $5,306-42.6% |