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 | $48,968 | $76,552-36.0% | $123,892-60.5% | $62,891-22.1% |
| Participation rate | 90.3% | 73.0%+17.3pp | 81.4%+8.9pp | 69.3%+21.0pp |
| Annual return | 6.36% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,742 | $2,883-39.6% | $4,617-62.3% | $2,281-23.6% |
| Participant deferral / active EE | $3,025 | $4,840-37.5% | $5,984-49.4% | $3,203-5.5% |
| Admin fee / account holder | $2,521 | $4,826-47.8% | $8,357-69.8% | $4,296-41.3% |