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 | $47,327 | $89,355-47.0% | $141,162-66.5% | $72,985-35.2% |
| Participation rate | 84.6% | 75.1%+9.5pp | 82.5%+2.1pp | 69.5%+15.1pp |
| Annual return | 31.90% | 111.85%-79.9pp | 71.39%-39.5pp | 81.00%-49.1pp |
| Employer contribution / active EE | $2,986 | $3,114-4.1% | $4,735-36.9% | $2,440+22.4% |
| Participant deferral / active EE | $5,013 | $5,418-7.5% | $6,709-25.3% | $3,607+39.0% |
| Admin fee / account holder | $4,778 | $5,958-19.8% | $10,261-53.4% | $5,124-6.8% |