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 | $38,418 | $105,630-63.6% | $87,507-56.1% | $273,961-86.0% |
| Participation rate | 87.5% | 78.2%+9.3pp | 73.8%+13.7pp | 83.0%+4.5pp |
| Annual return | 5.77% | 12.25%-6.5pp | 12.21%-6.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,503 | $3,141-52.1% | $2,550-41.1% | $4,869-69.1% |
| Participant deferral / active EE | $1,784 | $3,601-50.5% | $3,149-43.3% | $5,287-66.3% |
| Admin fee / account holder | $490 | $4,781-89.8% | $4,221-88.4% | $10,132-95.2% |