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 | $37,859 | $87,841-56.9% | $133,980-71.7% | $62,891-39.8% |
| Participation rate | 91.4% | 83.4%+8.0pp | 87.1%+4.3pp | 69.3%+22.1pp |
| Annual return | 6.01% | 12.05%-6.0pp | 29.30%-23.3pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,412 | $3,483-30.8% | $5,211-53.7% | $2,281+5.7% |
| Participant deferral / active EE | $3,879 | $4,812-19.4% | $6,282-38.2% | $3,203+21.1% |
| Admin fee / account holder | $1,350 | $5,371-74.9% | $9,324-85.5% | $4,296-68.6% |