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 | $48,626 | $106,749-54.4% | $145,433-66.6% | $82,448-41.0% |
| Participation rate | 72.2% | 75.6%-3.5pp | 82.1%-10.0pp | 68.1%+4.1pp |
| Annual return | 26.13% | 27.59%-1.5pp | 66.58%-40.5pp | 41.64%-15.5pp |
| Employer contribution / active EE | $2,649 | $3,444-23.1% | $4,554-41.8% | $2,551+3.8% |
| Participant deferral / active EE | $5,499 | $6,519-15.6% | $7,897-30.4% | $4,139+32.8% |
| Admin fee / account holder | $3,948 | $8,390-52.9% | $13,129-69.9% | $7,234-45.4% |