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 | $40,369 | $93,071-56.6% | $74,583-45.9% | $273,961-85.3% |
| Participation rate | 95.0% | 74.9%+20.1pp | 68.1%+26.9pp | 83.0%+12.0pp |
| Annual return | 4.93% | 26.18%-21.2pp | 20.47%-15.5pp | 41.45%-36.5pp |
| Employer contribution / active EE | $4,833 | $3,160+53.0% | $2,525+91.4% | $4,869-0.7% |
| Participant deferral / active EE | $3,382 | $4,160-18.7% | $3,458-2.2% | $5,287-36.0% |
| Admin fee / account holder | $1,640 | $5,272-68.9% | $4,138-60.4% | $10,132-83.8% |