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 | $47,231 | $85,766-44.9% | $136,294-65.3% | $70,131-32.7% |
| Participation rate | 84.4% | 74.2%+10.2pp | 81.9%+2.5pp | 69.5%+14.8pp |
| Annual return | 15.85% | 31.45%-15.6pp | 5155.94%-5140.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,677 | $2,966-43.5% | $4,695-64.3% | $2,342-28.4% |
| Participant deferral / active EE | $3,323 | $5,051-34.2% | $6,247-46.8% | $3,332-0.3% |
| Admin fee / account holder | $16,895 | $5,420+211.7% | $9,243+82.8% | $4,645+263.7% |