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 | $39,995 | $51,175-21.8% | $70,515-43.3% | $75,163-46.8% |
| Participation rate | 92.6% | 60.9%+31.7pp | 68.3%+24.2pp | 67.2%+25.4pp |
| Annual return | 22.53% | 30.02%-7.5pp | 32.77%-10.2pp | 160.62%-138.1pp |
| Employer contribution / active EE | $2,247 | $1,826+23.0% | $2,973-24.4% | $2,670-15.8% |
| Participant deferral / active EE | $4,837 | $2,849+69.8% | $4,567+5.9% | $4,125+17.3% |
| Admin fee / account holder | $1,665 | $4,091-59.3% | $6,412-74.0% | $5,651-70.5% |