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 | $37,232 | $106,749-65.1% | $145,433-74.4% | $82,448-54.8% |
| Participation rate | 89.5% | 75.6%+13.8pp | 82.1%+7.4pp | 68.1%+21.4pp |
| Annual return | 18.72% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $3,836 | $3,444+11.4% | $4,554-15.8% | $2,551+50.4% |
| Participant deferral / active EE | $6,039 | $6,519-7.4% | $7,897-23.5% | $4,139+45.9% |
| Admin fee / account holder | $552 | $8,390-93.4% | $13,129-95.8% | $7,234-92.4% |