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 | $48,767 | $53,777-9.3% | $134,143-63.6% | $79,858-38.9% |
| Participation rate | 96.2% | 58.8%+37.4pp | 72.2%+24.0pp | 69.6%+26.5pp |
| Annual return | 26.62% | 19.01%+7.6pp | 36.33%-9.7pp | 31.71%-5.1pp |
| Employer contribution / active EE | $1,599 | $1,321+21.0% | $3,704-56.8% | $2,471-35.3% |
| Participant deferral / active EE | $3,125 | $2,420+29.1% | $3,499-10.7% | $3,740-16.4% |
| Admin fee / account holder | $2,286 | $3,984-42.6% | $6,684-65.8% | $5,306-56.9% |