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 | $40,995 | $56,054-26.9% | $171,082-76.0% | $62,891-34.8% |
| Participation rate | 86.6% | 62.9%+23.7pp | 76.7%+9.9pp | 69.3%+17.3pp |
| Annual return | 8.35% | 22.52%-14.2pp | 32.56%-24.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,497 | $1,731+102.0% | $4,002-12.6% | $2,281+53.3% |
| Participant deferral / active EE | $8,175 | $3,158+158.9% | $4,797+70.4% | $3,203+155.2% |
| Admin fee / account holder | $1,080 | $3,647-70.4% | $8,520-87.3% | $4,296-74.8% |