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 | $56,105 | $76,367-26.5% | $93,606-40.1% | $72,985-23.1% |
| Participation rate | 84.1% | 71.7%+12.3pp | 75.8%+8.3pp | 69.5%+14.6pp |
| Annual return | 20.15% | 25.82%-5.7pp | 32.76%-12.6pp | 81.00%-60.9pp |
| Employer contribution / active EE | $2,262 | $2,275-0.6% | $2,718-16.8% | $2,440-7.3% |
| Participant deferral / active EE | $4,186 | $3,538+18.3% | $4,069+2.9% | $3,607+16.0% |
| Admin fee / account holder | $12,777 | $6,838+86.9% | $7,888+62.0% | $5,124+149.3% |