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 | $58,407 | $65,246-10.5% | $98,716-40.8% | $67,986-14.1% |
| Participation rate | 90.4% | 51.4%+39.0pp | 69.3%+21.1pp | 57.2%+33.2pp |
| Annual return | 20.36% | 20.58%-0.2pp | 31.81%-11.4pp | 31.67%-11.3pp |
| Employer contribution / active EE | $2,628 | $1,042+152.2% | $2,279+15.3% | $2,019+30.2% |
| Participant deferral / active EE | $5,355 | $2,594+106.4% | $4,048+32.3% | $3,358+59.5% |
| Admin fee / account holder | $8,888 | $4,561+94.9% | $8,703+2.1% | $3,203+177.5% |