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 | $60,387 | $76,367-20.9% | $93,606-35.5% | $72,985-17.3% |
| Participation rate | 97.4% | 71.7%+25.7pp | 75.8%+21.6pp | 69.5%+27.9pp |
| Annual return | 23.74% | 25.82%-2.1pp | 32.76%-9.0pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,870 | $2,275+26.1% | $2,718+5.6% | $2,440+17.6% |
| Participant deferral / active EE | $2,448 | $3,538-30.8% | $4,069-39.8% | $3,607-32.1% |
| Admin fee / account holder | $2,985 | $6,838-56.3% | $7,888-62.2% | $5,124-41.7% |