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 | $51,146 | $79,944-36.0% | $98,439-48.0% | $75,163-32.0% |
| Participation rate | 84.4% | 70.4%+14.0pp | 75.2%+9.2pp | 67.2%+17.2pp |
| Annual return | 21.79% | 19.75%+2.0pp | 21.16%+0.6pp | 160.62%-138.8pp |
| Employer contribution / active EE | $4,029 | $2,264+78.0% | $3,048+32.2% | $2,670+50.9% |
| Participant deferral / active EE | $6,908 | $3,752+84.1% | $4,738+45.8% | $4,125+67.5% |
| Admin fee / account holder | $7,339 | $6,840+7.3% | $8,948-18.0% | $5,651+29.9% |