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 | $31,658 | $177,572-82.2% | $154,803-79.5% | $142,382-77.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 13.48% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,030 | $4,810-57.8% | $4,305-52.8% | $4,299-52.8% |
| Participant deferral / active EE | $7,280 | $6,272+16.1% | $5,540+31.4% | $6,507+11.9% |
| Admin fee / account holder | $3,600 | $16,786-78.6% | $14,329-74.9% | $12,624-71.5% |