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 | $59,577 | $98,240-39.4% | $82,313-27.6% | $147,584-59.6% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 16.32% | 30.85%-14.5pp | 25.88%-9.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $3,413 | $3,192+6.9% | $2,428+40.5% | $4,876-30.0% |
| Participant deferral / active EE | $5,151 | $4,383+17.5% | $3,706+39.0% | $5,439-5.3% |
| Admin fee / account holder | $6,277 | $8,563-26.7% | $5,608+11.9% | $10,885-42.3% |