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 | $46,819 | $91,552-48.9% | $133,956-65.0% | $79,858-41.4% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.3pp | 69.6%+27.5pp |
| Annual return | 27.17% | 61.85%-34.7pp | 45.09%-17.9pp | 31.71%-4.5pp |
| Employer contribution / active EE | $2,917 | $2,384+22.4% | $3,919-25.6% | $2,471+18.1% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,162 | $6,321-65.8% | $8,927-75.8% | $5,306-59.3% |