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 | $54,125 | $80,717-32.9% | $154,803-65.0% | $84,808-36.2% |
| Participation rate | 84.6% | 66.8%+17.8pp | 78.1%+6.5pp | 68.3%+16.3pp |
| Annual return | 18.44% | 37.96%-19.5pp | 58.88%-40.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,971 | $2,761+7.6% | $4,305-31.0% | $2,631+12.9% |
| Participant deferral / active EE | $4,227 | $3,303+28.0% | $5,540-23.7% | $4,212+0.4% |
| Admin fee / account holder | $2,004 | $6,746-70.3% | $14,329-86.0% | $7,344-72.7% |