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 | $53,132 | $215,361-75.3% | $171,082-68.9% | $273,961-80.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 5.36% | 25.14%-19.8pp | 32.56%-27.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,983 | $4,967-39.9% | $4,002-25.5% | $4,869-38.7% |
| Participant deferral / active EE | $4,607 | $5,543-16.9% | $4,797-4.0% | $5,287-12.9% |
| Admin fee / account holder | $462 | $10,846-95.7% | $8,520-94.6% | $10,132-95.4% |