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 | $48,390 | $84,233-42.6% | $170,442-71.6% | $70,131-31.0% |
| Participation rate | 94.7% | 70.8%+23.9pp | 83.6%+11.1pp | 69.5%+25.2pp |
| Annual return | 17.36% | 23.06%-5.7pp | 205.93%-188.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $3,498 | $3,387+3.3% | $5,433-35.6% | $2,342+49.3% |
| Participant deferral / active EE | $3,791 | $3,086+22.9% | $4,939-23.3% | $3,332+13.8% |
| Admin fee / account holder | $14,705 | $5,698+158.1% | $13,880+5.9% | $4,645+216.6% |