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 | $55,817 | $138,562-59.7% | $246,525-77.4% | $116,875-52.2% |
| Participation rate | 97.8% | 72.8%+25.0pp | 82.0%+15.9pp | 74.5%+23.3pp |
| Annual return | 21.58% | 16.14%+5.4pp | 0.46%+21.1pp | 16.29%+5.3pp |
| Employer contribution / active EE | $2,907 | $4,835-39.9% | $7,467-61.1% | $3,288-11.6% |
| Participant deferral / active EE | $3,468 | $4,207-17.6% | $5,422-36.0% | $3,885-10.7% |
| Admin fee / account holder | $1,008 | $18,110-94.4% | $16,551-93.9% | $12,263-91.8% |