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 | $42,536 | $99,341-57.2% | $84,750-49.8% | $273,961-84.5% |
| Participation rate | 77.3% | 80.7%-3.4pp | 76.6%+0.7pp | 83.0%-5.7pp |
| Annual return | 5.85% | 22.93%-17.1pp | 22.78%-16.9pp | 41.45%-35.6pp |
| Employer contribution / active EE | $5,814 | $4,214+38.0% | $3,574+62.7% | $4,869+19.4% |
| Participant deferral / active EE | $3,434 | $4,269-19.6% | $3,712-7.5% | $5,287-35.0% |
| Admin fee / account holder | $1,014 | $6,644-84.7% | $5,332-81.0% | $10,132-90.0% |