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 | $48,534 | $81,248-40.3% | $155,509-68.8% | $80,856-40.0% |
| Participation rate | 95.2% | 66.2%+28.9pp | 78.2%+17.0pp | 67.6%+27.5pp |
| Annual return | 13.84% | 33.31%-19.5pp | 64.67%-50.8pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,743 | $3,100-43.8% | $4,672-62.7% | $2,755-36.7% |
| Participant deferral / active EE | $2,329 | $3,452-32.5% | $5,626-58.6% | $4,296-45.8% |
| Admin fee / account holder | $7,974 | $7,997-0.3% | $15,912-49.9% | $6,918+15.3% |