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 | $44,162 | $56,277-21.5% | $80,975-45.5% | $62,891-29.8% |
| Participation rate | 86.0% | 69.0%+17.0pp | 75.8%+10.2pp | 69.3%+16.7pp |
| Annual return | 8.58% | 22.12%-13.5pp | 17.10%-8.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $3,441 | $1,943+77.1% | $3,714-7.3% | $2,281+50.9% |
| Participant deferral / active EE | $3,818 | $4,195-9.0% | $5,696-33.0% | $3,203+19.2% |
| Admin fee / account holder | $1,809 | $3,741-51.6% | $5,516-67.2% | $4,296-57.9% |