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 | $50,639 | $58,828-13.9% | $77,999-35.1% | $62,891-19.5% |
| Participation rate | 76.0% | 71.1%+4.9pp | 75.5%+0.5pp | 69.3%+6.7pp |
| Annual return | 7.76% | 17.16%-9.4pp | 425.96%-418.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,380 | $1,672-17.4% | $2,470-44.1% | $2,281-39.5% |
| Participant deferral / active EE | $2,349 | $2,686-12.5% | $3,497-32.8% | $3,203-26.7% |
| Admin fee / account holder | $413 | $4,393-90.6% | $5,480-92.5% | $4,296-90.4% |