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 | $36,915 | $232,540-84.1% | $185,117-80.1% | $147,584-75.0% |
| Participation rate | 95.5% | 82.4%+13.1pp | 77.3%+18.2pp | 82.8%+12.6pp |
| Annual return | 15.22% | 43.03%-27.8pp | 40.50%-25.3pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,432 | $5,195-53.2% | $4,182-41.8% | $4,876-50.1% |
| Participant deferral / active EE | $4,192 | $5,834-28.1% | $5,045-16.9% | $5,439-22.9% |
| Admin fee / account holder | $8,040 | $10,275-21.7% | $8,159-1.5% | $10,885-26.1% |