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 | $39,591 | $95,803-58.7% | $113,168-65.0% | $84,808-53.3% |
| Participation rate | 91.3% | 72.9%+18.4pp | 76.6%+14.7pp | 68.3%+23.0pp |
| Annual return | 16.30% | 25.00%-8.7pp | 24.27%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,497 | $2,360+5.8% | $2,975-16.1% | $2,631-5.1% |
| Participant deferral / active EE | $4,415 | $4,242+4.1% | $5,107-13.5% | $4,212+4.8% |
| Admin fee / account holder | $5,479 | $8,989-39.0% | $12,068-54.6% | $7,344-25.4% |