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 | $30,406 | $104,664-70.9% | $85,682-64.5% | $167,490-81.8% |
| Participation rate | 92.9% | 76.4%+16.5pp | 69.9%+23.0pp | 82.1%+10.8pp |
| Annual return | 14.50% | 21.45%-6.9pp | 21.49%-7.0pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,293 | $3,337-61.3% | $2,618-50.6% | $4,837-73.3% |
| Participant deferral / active EE | $2,616 | $4,824-45.8% | $3,923-33.3% | $6,341-58.7% |
| Admin fee / account holder | $301 | $10,032-97.0% | $6,873-95.6% | $12,309-97.6% |