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 | $46,518 | $56,277-17.3% | $80,975-42.6% | $62,891-26.0% |
| Participation rate | 71.4% | 69.0%+2.5pp | 75.8%-4.4pp | 69.3%+2.1pp |
| Annual return | 9.09% | 22.12%-13.0pp | 17.10%-8.0pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,248 | $1,943-35.8% | $3,714-66.4% | $2,281-45.3% |
| Participant deferral / active EE | $4,367 | $4,195+4.1% | $5,696-23.3% | $3,203+36.3% |
| Admin fee / account holder | $2,151 | $3,741-42.5% | $5,516-61.0% | $4,296-49.9% |