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 | $45,746 | $110,257-58.5% | $96,544-52.6% | $139,434-67.2% |
| Participation rate | 85.0% | 78.1%+6.9pp | 76.0%+9.0pp | 80.3%+4.7pp |
| Annual return | 19.29% | 26.32%-7.0pp | 25.84%-6.6pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,048 | $3,620-71.0% | $2,965-64.6% | $4,751-77.9% |
| Participant deferral / active EE | $5,492 | $5,548-1.0% | $4,851+13.2% | $6,710-18.2% |
| Admin fee / account holder | $748 | $11,591-93.5% | $8,252-90.9% | $11,403-93.4% |