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 | $47,568 | $72,277-34.2% | $101,248-53.0% | $79,858-40.4% |
| Participation rate | 76.9% | 68.5%+8.5pp | 75.8%+1.1pp | 69.6%+7.3pp |
| Annual return | 13.97% | 22.30%-8.3pp | 46.47%-32.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $636 | $2,692-76.4% | $3,660-82.6% | $2,471-74.3% |
| Participant deferral / active EE | $1,882 | $3,282-42.6% | $4,370-56.9% | $3,740-49.7% |
| Admin fee / account holder | $20,713 | $4,400+370.7% | $5,945+248.4% | $5,306+290.3% |