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 | $41,206 | $98,750-58.3% | $149,696-72.5% | $79,858-48.4% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 20.18% | 27.43%-7.2pp | 276.60%-256.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $5,776 | $3,216+79.6% | $4,644+24.4% | $2,471+133.8% |
| Participant deferral / active EE | $5,810 | $5,680+2.3% | $6,842-15.1% | $3,740+55.3% |
| Admin fee / account holder | $3,591 | $6,053-40.7% | $9,309-61.4% | $5,306-32.3% |