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 | $57,492 | $109,881-47.7% | $150,045-61.7% | $84,808-32.2% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 20.46% | 28.25%-7.8pp | 62.55%-42.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $6,230 | $3,561+74.9% | $4,693+32.8% | $2,631+136.8% |
| Participant deferral / active EE | $3,215 | $6,636-51.5% | $7,997-59.8% | $4,212-23.7% |
| Admin fee / account holder | $2,538 | $8,568-70.4% | $13,435-81.1% | $7,344-65.4% |