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 | $43,199 | $86,929-50.3% | $102,423-57.8% | $80,856-46.6% |
| Participation rate | 84.4% | 72.4%+12.1pp | 76.5%+8.0pp | 67.6%+16.8pp |
| Annual return | 23.02% | 18.88%+4.1pp | 29.32%-6.3pp | 35.59%-12.6pp |
| Employer contribution / active EE | $1,839 | $2,369-22.4% | $3,023-39.2% | $2,755-33.2% |
| Participant deferral / active EE | $3,050 | $4,118-25.9% | $5,053-39.6% | $4,296-29.0% |
| Admin fee / account holder | $2,268 | $8,049-71.8% | $9,451-76.0% | $6,918-67.2% |