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 | $36,623 | $85,766-57.3% | $136,294-73.1% | $70,131-47.8% |
| Participation rate | 87.8% | 74.2%+13.6pp | 81.9%+5.9pp | 69.5%+18.3pp |
| Annual return | 41.02% | 31.45%+9.6pp | 5155.94%-5114.9pp | 73.14%-32.1pp |
| Employer contribution / active EE | $2,567 | $2,966-13.4% | $4,695-45.3% | $2,342+9.6% |
| Participant deferral / active EE | $5,124 | $5,051+1.4% | $6,247-18.0% | $3,332+53.8% |
| Admin fee / account holder | $3,763 | $5,420-30.6% | $9,243-59.3% | $4,645-19.0% |