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 | $45,430 | $53,127-14.5% | $86,590-47.5% | $70,131-35.2% |
| Participation rate | 71.6% | 65.3%+6.3pp | 73.5%-2.0pp | 69.5%+2.0pp |
| Annual return | 19.07% | 27.66%-8.6pp | 964.84%-945.8pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,973 | $2,068-4.6% | $2,839-30.5% | $2,342-15.8% |
| Participant deferral / active EE | $4,307 | $2,696+59.8% | $3,609+19.4% | $3,332+29.3% |
| Admin fee / account holder | $7,272 | $3,585+102.8% | $4,906+48.2% | $4,645+56.5% |