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 | $56,574 | $90,503-37.5% | $78,689-28.1% | $273,961-79.3% |
| Participation rate | 95.5% | 76.5%+18.9pp | 73.6%+21.9pp | 83.0%+12.4pp |
| Annual return | 8.70% | 75.60%-66.9pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $3,813 | $3,176+20.1% | $2,851+33.7% | $4,869-21.7% |
| Participant deferral / active EE | $6,818 | $3,901+74.8% | $3,517+93.9% | $5,287+29.0% |
| Admin fee / account holder | $918 | $5,263-82.6% | $4,510-79.6% | $10,132-90.9% |