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 | $40,526 | $78,672-48.5% | $109,143-62.9% | $85,850-52.8% |
| Participation rate | 95.3% | 68.3%+27.0pp | 75.9%+19.4pp | 69.3%+26.0pp |
| Annual return | 11.70% | 25.09%-13.4pp | 25.75%-14.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,891 | $2,735-30.9% | $3,722-49.2% | $2,565-26.3% |
| Participant deferral / active EE | $4,829 | $3,467+39.3% | $4,653+3.8% | $3,952+22.2% |
| Admin fee / account holder | $2,846 | $5,469-48.0% | $6,752-57.8% | $6,260-54.5% |