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 | $47,890 | $56,277-14.9% | $80,975-40.9% | $62,891-23.9% |
| Participation rate | 88.0% | 69.0%+19.0pp | 75.8%+12.2pp | 69.3%+18.7pp |
| Annual return | 6.71% | 22.12%-15.4pp | 17.10%-10.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,140 | $1,943-41.3% | $3,714-69.3% | $2,281-50.0% |
| Participant deferral / active EE | $4,559 | $4,195+8.7% | $5,696-20.0% | $3,203+42.3% |
| Admin fee / account holder | $1,119 | $3,741-70.1% | $5,516-79.7% | $4,296-73.9% |