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 | $30,382 | $90,600-66.5% | $79,464-61.8% | $135,375-77.6% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | 5.60% | 977.43%-971.8pp | 718.14%-712.5pp | 519.73%-514.1pp |
| Employer contribution / active EE | $2,437 | $3,068-20.6% | $2,800-13.0% | $4,779-49.0% |
| Participant deferral / active EE | $5,574 | $4,050+37.6% | $3,704+50.5% | $5,609-0.6% |
| Admin fee / account holder | $47,008 | $5,907+695.8% | $5,113+819.4% | $10,827+334.2% |