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 | $56,840 | $60,349-5.8% | $74,183-23.4% | $62,891-9.6% |
| Participation rate | 82.7% | 72.7%+10.0pp | 76.6%+6.1pp | 69.3%+13.4pp |
| Annual return | 8.20% | 21.37%-13.2pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $633 | $1,680-62.3% | $2,370-73.3% | $2,281-72.2% |
| Participant deferral / active EE | $3,021 | $2,856+5.8% | $3,550-14.9% | $3,203-5.7% |
| Admin fee / account holder | $950 | $4,261-77.7% | $5,586-83.0% | $4,296-77.9% |