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 | $55,451 | $85,766-35.3% | $136,294-59.3% | $70,131-20.9% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 16.30% | 31.45%-15.2pp | 5155.94%-5139.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,994 | $2,966+0.9% | $4,695-36.2% | $2,342+27.8% |
| Participant deferral / active EE | $7,121 | $5,051+41.0% | $6,247+14.0% | $3,332+113.7% |
| Admin fee / account holder | $3,579 | $5,420-34.0% | $9,243-61.3% | $4,645-22.9% |