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 | $67,535 | $80,717-16.3% | $154,803-56.4% | $84,808-20.4% |
| Participation rate | 88.5% | 66.8%+21.7pp | 78.1%+10.4pp | 68.3%+20.2pp |
| Annual return | 17.17% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,538 | $2,761+28.1% | $4,305-17.8% | $2,631+34.5% |
| Participant deferral / active EE | $5,111 | $3,303+54.7% | $5,540-7.8% | $4,212+21.3% |
| Admin fee / account holder | $591 | $6,746-91.2% | $14,329-95.9% | $7,344-91.9% |