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 | $47,595 | $54,541-12.7% | $78,778-39.6% | $70,131-32.1% |
| Participation rate | 93.5% | 60.8%+32.7pp | 69.2%+24.3pp | 69.5%+23.9pp |
| Annual return | 16.94% | 21.07%-4.1pp | 35.62%-18.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,595 | $1,089+138.4% | $1,986+30.7% | $2,342+10.8% |
| Participant deferral / active EE | $5,174 | $2,210+134.1% | $2,958+74.9% | $3,332+55.3% |
| Admin fee / account holder | $3,233 | $3,709-12.8% | $5,134-37.0% | $4,645-30.4% |