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 | $41,254 | $81,446-49.3% | $103,374-60.1% | $80,874-49.0% |
| Participation rate | 93.9% | 66.9%+27.1pp | 74.5%+19.4pp | 67.6%+26.3pp |
| Annual return | 15.27% | 25.57%-10.3pp | 24.89%-9.6pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,750 | $3,107-43.7% | $3,869-54.8% | $2,756-36.5% |
| Participant deferral / active EE | $3,941 | $3,870+1.8% | $5,058-22.1% | $4,297-8.3% |
| Admin fee / account holder | $2,524 | $6,715-62.4% | $8,394-69.9% | $6,935-63.6% |