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 | $54,061 | $72,277-25.2% | $101,248-46.6% | $79,858-32.3% |
| Participation rate | 94.9% | 68.5%+26.4pp | 75.8%+19.1pp | 69.6%+25.2pp |
| Annual return | 18.99% | 22.30%-3.3pp | 46.47%-27.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,256 | $2,692-53.3% | $3,660-65.7% | $2,471-49.1% |
| Participant deferral / active EE | $7,438 | $3,282+126.7% | $4,370+70.2% | $3,740+98.9% |
| Admin fee / account holder | $2,386 | $4,400-45.8% | $5,945-59.9% | $5,306-55.0% |