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 | $45,643 | $109,881-58.5% | $150,045-69.6% | $84,808-46.2% |
| Participation rate | 97.9% | 76.1%+21.8pp | 82.3%+15.6pp | 68.3%+29.6pp |
| Annual return | 16.28% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $6,906 | $3,561+93.9% | $4,693+47.1% | $2,631+162.5% |
| Participant deferral / active EE | $12,540 | $6,636+89.0% | $7,997+56.8% | $4,212+197.8% |
| Admin fee / account holder | $5,882 | $8,568-31.4% | $13,435-56.2% | $7,344-19.9% |