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 | $47,448 | $48,364-1.9% | $71,796-33.9% | $62,891-24.6% |
| Participation rate | 77.8% | 60.6%+17.2pp | 69.1%+8.7pp | 69.3%+8.5pp |
| Annual return | 5.95% | 13.16%-7.2pp | 78.04%-72.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $870 | $1,042-16.5% | $1,924-54.8% | $2,281-61.8% |
| Participant deferral / active EE | $3,211 | $2,091+53.5% | $2,794+14.9% | $3,203+0.3% |
| Admin fee / account holder | $4,685 | $3,771+24.2% | $4,815-2.7% | $4,296+9.1% |