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 | $42,446 | $95,416-55.5% | $185,823-77.2% | $85,850-50.6% |
| Participation rate | 89.7% | 68.8%+21.0pp | 81.7%+8.0pp | 69.3%+20.4pp |
| Annual return | 15.92% | 23.59%-7.7pp | 122.05%-106.1pp | 318.53%-302.6pp |
| Employer contribution / active EE | $3,090 | $3,314-6.8% | $5,167-40.2% | $2,565+20.5% |
| Participant deferral / active EE | $7,491 | $3,423+118.8% | $5,568+34.5% | $3,952+89.6% |
| Admin fee / account holder | $6,476 | $7,213-10.2% | $16,237-60.1% | $6,260+3.5% |