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 | $26,147 | $80,717-67.6% | $154,803-83.1% | $84,808-69.2% |
| Participation rate | 98.0% | 66.8%+31.1pp | 78.1%+19.9pp | 68.3%+29.6pp |
| Annual return | 14.68% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,455 | $2,761-11.1% | $4,305-43.0% | $2,631-6.7% |
| Participant deferral / active EE | $6,891 | $3,303+108.6% | $5,540+24.4% | $4,212+63.6% |
| Admin fee / account holder | $2,863 | $6,746-57.6% | $14,329-80.0% | $7,344-61.0% |