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 | $71,530 | $132,239-45.9% | $105,722-32.3% | $273,961-73.9% |
| Participation rate | 90.0% | 83.2%+6.8pp | 78.9%+11.1pp | 83.0%+7.0pp |
| Annual return | 3.81% | 10.07%-6.3pp | 12.25%-8.4pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,386 | $4,867-71.5% | $4,079-66.0% | $4,869-71.5% |
| Participant deferral / active EE | $6,927 | $6,233+11.1% | $5,326+30.1% | $5,287+31.0% |
| Admin fee / account holder | $5,750 | $12,032-52.2% | $8,308-30.8% | $10,132-43.3% |