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 | $44,504 | $89,355-50.2% | $141,162-68.5% | $72,985-39.0% |
| Participation rate | 89.2% | 75.1%+14.1pp | 82.5%+6.7pp | 69.5%+19.7pp |
| Annual return | 19.11% | 111.85%-92.7pp | 71.39%-52.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $3,783 | $3,114+21.5% | $4,735-20.1% | $2,440+55.0% |
| Participant deferral / active EE | $2,359 | $5,418-56.5% | $6,709-64.8% | $3,607-34.6% |
| Admin fee / account holder | $4,964 | $5,958-16.7% | $10,261-51.6% | $5,124-3.1% |