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 | $55,779 | $138,347-59.7% | $184,203-69.7% | $80,856-31.0% |
| Participation rate | 85.4% | 83.9%+1.5pp | 86.8%-1.5pp | 67.6%+17.7pp |
| Annual return | 24.23% | 20.02%+4.2pp | 28.81%-4.6pp | 35.59%-11.4pp |
| Employer contribution / active EE | $2,723 | $4,850-43.9% | $6,427-57.6% | $2,755-1.1% |
| Participant deferral / active EE | $4,999 | $7,071-29.3% | $9,131-45.2% | $4,296+16.4% |
| Admin fee / account holder | $1,978 | $10,483-81.1% | $13,901-85.8% | $6,918-71.4% |