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 | $59,015 | $60,349-2.2% | $74,183-20.4% | $62,891-6.2% |
| Participation rate | 90.3% | 72.7%+17.6pp | 76.6%+13.7pp | 69.3%+21.0pp |
| Annual return | 7.70% | 21.37%-13.7pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,565 | $1,680+52.6% | $2,370+8.2% | $2,281+12.4% |
| Participant deferral / active EE | $4,142 | $2,856+45.0% | $3,550+16.7% | $3,203+29.3% |
| Admin fee / account holder | $2,326 | $4,261-45.4% | $5,586-58.4% | $4,296-45.9% |