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 | $46,378 | $88,707-47.7% | $74,183-37.5% | $273,961-83.1% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 7.67% | 11.94%-4.3pp | 17.74%-10.1pp | 41.45%-33.8pp |
| Employer contribution / active EE | $781 | $3,159-75.3% | $2,370-67.0% | $4,869-84.0% |
| Participant deferral / active EE | $3,451 | $4,212-18.1% | $3,550-2.8% | $5,287-34.7% |
| Admin fee / account holder | $1,654 | $8,717-81.0% | $5,586-70.4% | $10,132-83.7% |