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 | $45,614 | $135,952-66.4% | $123,892-63.2% | $273,961-83.4% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 5.44% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $3,681 | $5,170-28.8% | $4,617-20.3% | $4,869-24.4% |
| Participant deferral / active EE | $4,766 | $6,343-24.9% | $5,984-20.4% | $5,287-9.8% |
| Admin fee / account holder | $1,865 | $9,817-81.0% | $8,357-77.7% | $10,132-81.6% |