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 | $37,598 | $109,881-65.8% | $150,045-74.9% | $84,808-55.7% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 19.41% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $3,112 | $3,561-12.6% | $4,693-33.7% | $2,631+18.3% |
| Participant deferral / active EE | $7,593 | $6,636+14.4% | $7,997-5.1% | $4,212+80.3% |
| Admin fee / account holder | $2,724 | $8,568-68.2% | $13,435-79.7% | $7,344-62.9% |