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 | $52,403 | $101,069-48.2% | $81,478-35.7% | $147,584-64.5% |
| Participation rate | 94.1% | 74.5%+19.7pp | 68.0%+26.2pp | 82.8%+11.3pp |
| Annual return | 14.78% | 32.40%-17.6pp | 38.78%-24.0pp | 578.55%-563.8pp |
| Employer contribution / active EE | $4,852 | $3,205+51.4% | $2,568+89.0% | $4,876-0.5% |
| Participant deferral / active EE | $4,778 | $4,242+12.6% | $3,537+35.1% | $5,439-12.1% |
| Admin fee / account holder | $2,343 | $5,812-59.7% | $4,561-48.6% | $10,885-78.5% |