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 | $30,105 | $78,672-61.7% | $109,143-72.4% | $85,850-64.9% |
| Participation rate | 80.0% | 68.3%+11.7pp | 75.9%+4.1pp | 69.3%+10.7pp |
| Annual return | 21.36% | 25.09%-3.7pp | 25.75%-4.4pp | 318.53%-297.2pp |
| Employer contribution / active EE | $2,569 | $2,735-6.1% | $3,722-31.0% | $2,565+0.1% |
| Participant deferral / active EE | $4,744 | $3,467+36.8% | $4,653+2.0% | $3,952+20.1% |
| Admin fee / account holder | $2,835 | $5,469-48.2% | $6,752-58.0% | $6,260-54.7% |