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 | $46,081 | $153,772-70.0% | $133,980-65.6% | $273,961-83.2% |
| Participation rate | 86.4% | 88.4%-2.0pp | 87.1%-0.7pp | 83.0%+3.3pp |
| Annual return | 9.33% | 36.51%-27.2pp | 29.30%-20.0pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,807 | $6,029-70.0% | $5,211-65.3% | $4,869-62.9% |
| Participant deferral / active EE | $6,242 | $6,958-10.3% | $6,282-0.6% | $5,287+18.1% |
| Admin fee / account holder | $4,605 | $11,765-60.9% | $9,324-50.6% | $10,132-54.5% |