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 | $42,651 | $59,839-28.7% | $81,983-48.0% | $79,858-46.6% |
| Participation rate | 84.4% | 61.6%+22.8pp | 69.2%+15.2pp | 69.6%+14.8pp |
| Annual return | 13.34% | 17.56%-4.2pp | 41.31%-28.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $5,535 | $1,713+223.1% | $2,498+121.6% | $2,471+124.0% |
| Participant deferral / active EE | $2,674 | $2,695-0.8% | $3,722-28.1% | $3,740-28.5% |
| Admin fee / account holder | $1,580 | $4,287-63.1% | $5,664-72.1% | $5,306-70.2% |