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 | $49,530 | $67,606-26.7% | $82,313-39.8% | $70,131-29.4% |
| Participation rate | 93.1% | 72.8%+20.3pp | 76.9%+16.2pp | 69.5%+23.6pp |
| Annual return | 17.81% | 21.57%-3.8pp | 25.88%-8.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,431 | $1,755+38.6% | $2,428+0.1% | $2,342+3.8% |
| Participant deferral / active EE | $5,056 | $2,987+69.3% | $3,706+36.4% | $3,332+51.7% |
| Admin fee / account holder | $4,757 | $4,512+5.4% | $5,608-15.2% | $4,645+2.4% |