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 | $45,248 | $53,596-15.6% | $90,645-50.1% | $64,186-29.5% |
| Participation rate | 79.3% | 64.5%+14.8pp | 74.0%+5.3pp | 69.6%+9.8pp |
| Annual return | 8.06% | 4.41%+3.6pp | 1.88%+6.2pp | 7.63%+0.4pp |
| Employer contribution / active EE | $4,447 | $1,503+195.9% | $2,532+75.7% | $2,381+86.8% |
| Participant deferral / active EE | $10,240 | $2,459+316.5% | $3,425+199.0% | $3,470+195.1% |
| Admin fee / account holder | $1,703 | $3,868-56.0% | $4,994-65.9% | $4,888-65.2% |