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 | $52,683 | $65,041-19.0% | $90,951-42.1% | $79,858-34.0% |
| Participation rate | 80.6% | 61.6%+19.0pp | 69.0%+11.6pp | 69.6%+11.0pp |
| Annual return | 18.30% | 30.45%-12.1pp | 134.60%-116.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,558 | $1,247+24.9% | $2,122-26.6% | $2,471-37.0% |
| Participant deferral / active EE | $4,357 | $2,512+73.5% | $3,373+29.2% | $3,740+16.5% |
| Admin fee / account holder | $4,580 | $4,536+1.0% | $5,959-23.1% | $5,306-13.7% |