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 | $29,871 | $85,766-65.2% | $136,294-78.1% | $70,131-57.4% |
| Participation rate | 85.5% | 74.2%+11.3pp | 81.9%+3.5pp | 69.5%+15.9pp |
| Annual return | 17.83% | 31.45%-13.6pp | 5155.94%-5138.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $4,296 | $2,966+44.8% | $4,695-8.5% | $2,342+83.4% |
| Participant deferral / active EE | $2,627 | $5,051-48.0% | $6,247-58.0% | $3,332-21.2% |
| Admin fee / account holder | $3,816 | $5,420-29.6% | $9,243-58.7% | $4,645-17.9% |