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 | $47,279 | $118,450-60.1% | $98,439-52.0% | $139,434-66.1% |
| Participation rate | 82.4% | 77.4%+4.9pp | 75.2%+7.2pp | 80.3%+2.0pp |
| Annual return | 15.38% | 18.94%-3.6pp | 21.16%-5.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,379 | $3,609-61.8% | $3,048-54.8% | $4,751-71.0% |
| Participant deferral / active EE | $2,920 | $5,392-45.8% | $4,738-38.4% | $6,710-56.5% |
| Admin fee / account holder | $678 | $14,026-95.2% | $8,948-92.4% | $11,403-94.1% |