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 | $58,200 | $72,492-19.7% | $87,100-33.2% | $72,985-20.3% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.9%+12.8pp | 69.5%+20.2pp |
| Annual return | 23.45% | 24.46%-1.0pp | 28.19%-4.7pp | 81.00%-57.6pp |
| Employer contribution / active EE | $668 | $1,894-64.7% | $2,521-73.5% | $2,440-72.6% |
| Participant deferral / active EE | $5,334 | $3,270+63.1% | $4,049+31.7% | $3,607+47.8% |
| Admin fee / account holder | $10,744 | $5,055+112.5% | $7,497+43.3% | $5,124+109.7% |