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 | $57,969 | $89,355-35.1% | $141,162-58.9% | $72,985-20.6% |
| Participation rate | 83.7% | 75.1%+8.6pp | 82.5%+1.2pp | 69.5%+14.2pp |
| Annual return | 19.48% | 111.85%-92.4pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $2,841 | $3,114-8.8% | $4,735-40.0% | $2,440+16.4% |
| Participant deferral / active EE | $5,856 | $5,418+8.1% | $6,709-12.7% | $3,607+62.3% |
| Admin fee / account holder | $1,103 | $5,958-81.5% | $10,261-89.3% | $5,124-78.5% |