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 | $38,819 | $58,523-33.7% | $99,443-61.0% | $72,985-46.8% |
| Participation rate | 95.7% | 64.6%+31.1pp | 73.8%+21.9pp | 69.5%+26.2pp |
| Annual return | 24.45% | 28.51%-4.1pp | 30.72%-6.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,786 | $1,512+18.1% | $2,540-29.7% | $2,440-26.8% |
| Participant deferral / active EE | $3,597 | $2,606+38.0% | $3,619-0.6% | $3,607-0.3% |
| Admin fee / account holder | $2,954 | $4,102-28.0% | $6,250-52.7% | $5,124-42.3% |