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 | $53,854 | $81,248-33.7% | $155,509-65.4% | $80,856-33.4% |
| Participation rate | 95.7% | 66.2%+29.5pp | 78.2%+17.6pp | 67.6%+28.1pp |
| Annual return | 14.05% | 33.31%-19.3pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,858 | $3,100-7.8% | $4,672-38.8% | $2,755+3.7% |
| Participant deferral / active EE | $6,783 | $3,452+96.5% | $5,626+20.6% | $4,296+57.9% |
| Admin fee / account holder | $2,291 | $7,997-71.4% | $15,912-85.6% | $6,918-66.9% |