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 | $52,968 | $77,899-32.0% | $149,673-64.6% | $75,163-29.5% |
| Participation rate | 85.0% | 65.6%+19.4pp | 78.8%+6.2pp | 67.2%+17.8pp |
| Annual return | 14.41% | 31.72%-17.3pp | 134.42%-120.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,087 | $3,137-33.5% | $4,818-56.7% | $2,670-21.8% |
| Participant deferral / active EE | $3,446 | $3,411+1.0% | $5,680-39.3% | $4,125-16.5% |
| Admin fee / account holder | $636 | $5,956-89.3% | $13,210-95.2% | $5,651-88.7% |