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 | $29,615 | $85,766-65.5% | $136,294-78.3% | $70,131-57.8% |
| Participation rate | 71.9% | 74.2%-2.3pp | 81.9%-10.0pp | 69.5%+2.3pp |
| Annual return | 14.76% | 31.45%-16.7pp | 5155.94%-5141.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $3,080 | $2,966+3.8% | $4,695-34.4% | $2,342+31.5% |
| Participant deferral / active EE | $5,262 | $5,051+4.2% | $6,247-15.8% | $3,332+57.9% |
| Admin fee / account holder | $3,958 | $5,420-27.0% | $9,243-57.2% | $4,645-14.8% |