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 | $27,345 | $183,592-85.1% | $155,567-82.4% | $145,959-81.3% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 11.10% | 61.24%-50.1pp | 64.74%-53.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $3,056 | $5,315-42.5% | $4,674-34.6% | $4,661-34.4% |
| Participant deferral / active EE | $3,654 | $6,464-43.5% | $5,628-35.1% | $6,689-45.4% |
| Admin fee / account holder | $8,331 | $19,318-56.9% | $15,916-47.7% | $13,398-37.8% |