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 | $59,653 | $62,146-4.0% | $81,438-26.8% | $74,546-20.0% |
| Participation rate | 88.5% | 64.1%+24.5pp | 69.5%+19.0pp | 67.2%+21.3pp |
| Annual return | 12.12% | 16.49%-4.4pp | 24.74%-12.6pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $1,562 | $1,883-17.0% | $2,460-36.5% | $2,624-40.5% |
| Participant deferral / active EE | $4,216 | $3,229+30.5% | $3,883+8.6% | $4,347-3.0% |
| Admin fee / account holder | $1,284 | $1,922-33.2% | $5,764-77.7% | $1,944-33.9% |