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 | $42,972 | $57,541-25.3% | $95,745-55.1% | $75,163-42.8% |
| Participation rate | 74.3% | 62.5%+11.8pp | 72.3%+2.0pp | 67.2%+7.1pp |
| Annual return | 13.64% | 34.93%-21.3pp | 28.35%-14.7pp | 160.62%-147.0pp |
| Employer contribution / active EE | $637 | $1,808-64.7% | $2,835-77.5% | $2,670-76.1% |
| Participant deferral / active EE | $5,823 | $3,074+89.4% | $4,245+37.2% | $4,125+41.2% |
| Admin fee / account holder | $2,632 | $4,099-35.8% | $5,678-53.6% | $5,651-53.4% |