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 | $31,403 | $52,279-39.9% | $89,391-64.9% | $79,858-60.7% |
| Participation rate | 81.6% | 57.5%+24.0pp | 68.0%+13.6pp | 69.6%+11.9pp |
| Annual return | 16.36% | 22.16%-5.8pp | 245.62%-229.3pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,918 | $1,572+22.0% | $2,586-25.8% | $2,471-22.4% |
| Participant deferral / active EE | $3,381 | $2,740+23.4% | $3,890-13.1% | $3,740-9.6% |
| Admin fee / account holder | $371 | $3,356-88.9% | $4,881-92.4% | $5,306-93.0% |