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 | $36,218 | $64,324-43.7% | $118,925-69.5% | $79,858-54.6% |
| Participation rate | 86.0% | 64.9%+21.1pp | 75.4%+10.6pp | 69.6%+16.4pp |
| Annual return | 13.82% | 86.45%-72.6pp | 35.88%-22.1pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,065 | $1,836-42.0% | $3,263-67.4% | $2,471-56.9% |
| Participant deferral / active EE | $4,609 | $2,824+63.2% | $4,265+8.1% | $3,740+23.2% |
| Admin fee / account holder | $2,391 | $4,040-40.8% | $6,581-63.7% | $5,306-54.9% |