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 | $47,839 | $109,881-56.5% | $150,045-68.1% | $84,808-43.6% |
| Participation rate | 84.7% | 76.1%+8.7pp | 82.3%+2.4pp | 68.3%+16.4pp |
| Annual return | 15.84% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,356 | $3,561-33.9% | $4,693-49.8% | $2,631-10.5% |
| Participant deferral / active EE | $3,464 | $6,636-47.8% | $7,997-56.7% | $4,212-17.8% |
| Admin fee / account holder | $1,327 | $8,568-84.5% | $13,435-90.1% | $7,344-81.9% |