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 | $50,266 | $81,460-38.3% | $103,333-51.4% | $80,856-37.8% |
| Participation rate | 98.6% | 66.8%+31.8pp | 74.5%+24.1pp | 67.6%+31.0pp |
| Annual return | 14.13% | 25.55%-11.4pp | 24.88%-10.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,892 | $3,105-6.9% | $3,868-25.2% | $2,755+5.0% |
| Participant deferral / active EE | $5,740 | $3,869+48.4% | $5,057+13.5% | $4,296+33.6% |
| Admin fee / account holder | $6,194 | $6,566-5.7% | $8,355-25.9% | $6,918-10.5% |