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 | $40,462 | $49,791-18.7% | $78,210-48.3% | $70,131-42.3% |
| Participation rate | 96.2% | 62.3%+33.9pp | 68.7%+27.4pp | 69.5%+26.6pp |
| Annual return | 18.46% | 20.75%-2.3pp | 40.90%-22.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $3,636 | $1,430+154.3% | $2,034+78.8% | $2,342+55.2% |
| Participant deferral / active EE | $3,090 | $2,150+43.7% | $2,823+9.5% | $3,332-7.2% |
| Admin fee / account holder | $2,088 | $3,181-34.3% | $3,758-44.4% | $4,645-55.0% |