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 | $52,777 | $49,177+7.3% | $79,464-33.6% | $64,186-17.8% |
| Participation rate | 84.0% | 65.0%+19.0pp | 73.3%+10.7pp | 69.6%+14.4pp |
| Annual return | 9.20% | -1.16%+10.4pp | 718.14%-708.9pp | 7.63%+1.6pp |
| Employer contribution / active EE | $2,438 | $2,076+17.4% | $2,800-12.9% | $2,381+2.4% |
| Participant deferral / active EE | $4,727 | $2,821+67.5% | $3,704+27.6% | $3,470+36.2% |
| Admin fee / account holder | $1,625 | $3,839-57.7% | $5,113-68.2% | $4,888-66.7% |