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 | $52,031 | $83,337-37.6% | $67,834-23.3% | $273,961-81.0% |
| Participation rate | 88.9% | 76.4%+12.5pp | 68.8%+20.1pp | 83.0%+5.9pp |
| Annual return | 4.45% | 259.45%-255.0pp | 138.47%-134.0pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,999 | $3,287-39.2% | $2,403-16.8% | $4,869-58.9% |
| Participant deferral / active EE | $6,097 | $4,088+49.1% | $3,160+92.9% | $5,287+15.3% |
| Admin fee / account holder | $2,104 | $6,752-68.8% | $4,622-54.5% | $10,132-79.2% |