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 | $51,193 | $78,422-34.7% | $95,952-46.6% | $79,858-35.9% |
| Participation rate | 88.0% | 73.5%+14.5pp | 77.1%+10.9pp | 69.6%+18.4pp |
| Annual return | 18.30% | 19.37%-1.1pp | 91.61%-73.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,127 | $1,945+9.4% | $2,541-16.3% | $2,471-13.9% |
| Participant deferral / active EE | $5,090 | $3,440+48.0% | $4,167+22.1% | $3,740+36.1% |
| Admin fee / account holder | $2,707 | $5,622-51.9% | $6,795-60.2% | $5,306-49.0% |