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 | $33,598 | $98,750-66.0% | $149,696-77.6% | $79,858-57.9% |
| Participation rate | 93.9% | 75.8%+18.2pp | 82.5%+11.5pp | 69.6%+24.3pp |
| Annual return | 25.59% | 27.43%-1.8pp | 276.60%-251.0pp | 31.71%-6.1pp |
| Employer contribution / active EE | $4,108 | $3,216+27.7% | $4,644-11.6% | $2,471+66.2% |
| Participant deferral / active EE | $7,609 | $5,680+33.9% | $6,842+11.2% | $3,740+103.4% |
| Admin fee / account holder | $1,883 | $6,053-68.9% | $9,309-79.8% | $5,306-64.5% |