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 | $47,504 | $61,605-22.9% | $112,229-57.7% | $75,163-36.8% |
| Participation rate | 71.4% | 61.7%+9.7pp | 72.4%-1.0pp | 67.2%+4.2pp |
| Annual return | 18.15% | 28.47%-10.3pp | 30.20%-12.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,833 | $2,015-9.1% | $3,430-46.6% | $2,670-31.4% |
| Participant deferral / active EE | $3,570 | $3,108+14.9% | $4,798-25.6% | $4,125-13.5% |
| Admin fee / account holder | $3,329 | $4,862-31.5% | $7,748-57.0% | $5,651-41.1% |