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 | $44,408 | $48,230-7.9% | $67,502-34.2% | $80,856-45.1% |
| Participation rate | 90.7% | 66.4%+24.4pp | 72.9%+17.9pp | 67.6%+23.1pp |
| Annual return | 12.77% | 18.28%-5.5pp | 3512.12%-3499.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $744 | $2,020-63.2% | $2,731-72.8% | $2,755-73.0% |
| Participant deferral / active EE | $1,333 | $2,924-54.4% | $4,000-66.7% | $4,296-69.0% |
| Admin fee / account holder | $3,786 | $3,681+2.9% | $3,998-5.3% | $6,918-45.3% |