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 | $62,882 | $82,978-24.2% | $129,995-51.6% | $71,457-12.0% |
| Participation rate | 89.1% | 74.1%+15.0pp | 78.5%+10.6pp | 67.9%+21.2pp |
| Annual return | 21.08% | 20.60%+0.5pp | -137.18%+158.3pp | 28.85%-7.8pp |
| Employer contribution / active EE | $2,431 | $2,622-7.3% | $4,320-43.7% | $2,588-6.1% |
| Participant deferral / active EE | $7,609 | $4,432+71.7% | $5,820+30.7% | $4,289+77.4% |
| Admin fee / account holder | $1,326 | $1,729-23.3% | $10,614-87.5% | $1,587-16.5% |