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 | $48,259 | $88,707-45.6% | $74,183-34.9% | $273,961-82.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 5.63% | 11.94%-6.3pp | 17.74%-12.1pp | 41.45%-35.8pp |
| Employer contribution / active EE | $950 | $3,159-69.9% | $2,370-59.9% | $4,869-80.5% |
| Participant deferral / active EE | $4,615 | $4,212+9.6% | $3,550+30.0% | $5,287-12.7% |
| Admin fee / account holder | $36,000 | $8,717+313.0% | $5,586+544.5% | $10,132+255.3% |