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 | $48,928 | $86,929-43.7% | $102,423-52.2% | $80,856-39.5% |
| Participation rate | 97.7% | 72.4%+25.4pp | 76.5%+21.2pp | 67.6%+30.1pp |
| Annual return | 17.41% | 18.88%-1.5pp | 29.32%-11.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $3,884 | $2,369+63.9% | $3,023+28.5% | $2,755+41.0% |
| Participant deferral / active EE | $3,832 | $4,118-7.0% | $5,053-24.2% | $4,296-10.8% |
| Admin fee / account holder | $1,988 | $8,049-75.3% | $9,451-79.0% | $6,918-71.3% |