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 | $47,449 | $96,557-50.9% | $80,975-41.4% | $273,961-82.7% |
| Participation rate | 76.9% | 79.1%-2.2pp | 75.8%+1.1pp | 83.0%-6.1pp |
| Annual return | 2.86% | 15.14%-12.3pp | 17.10%-14.2pp | 41.45%-38.6pp |
| Employer contribution / active EE | $738 | $4,868-84.8% | $3,714-80.1% | $4,869-84.8% |
| Participant deferral / active EE | $3,499 | $6,598-47.0% | $5,696-38.6% | $5,287-33.8% |
| Admin fee / account holder | $1,898 | $7,492-74.7% | $5,516-65.6% | $10,132-81.3% |