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 | $40,832 | $80,968-49.6% | $96,544-57.7% | $75,163-45.7% |
| Participation rate | 87.2% | 71.8%+15.5pp | 76.0%+11.3pp | 67.2%+20.0pp |
| Annual return | 13.47% | 27.06%-13.6pp | 25.84%-12.4pp | 160.62%-147.1pp |
| Employer contribution / active EE | $2,331 | $2,282+2.1% | $2,965-21.4% | $2,670-12.7% |
| Participant deferral / active EE | $3,669 | $3,928-6.6% | $4,851-24.4% | $4,125-11.0% |
| Admin fee / account holder | $8,294 | $6,724+23.3% | $8,252+0.5% | $5,651+46.8% |