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 | $28,660 | $67,606-57.6% | $82,313-65.2% | $70,131-59.1% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 31.03% | 21.57%+9.5pp | 25.88%+5.1pp | 73.14%-42.1pp |
| Employer contribution / active EE | $1,502 | $1,755-14.4% | $2,428-38.1% | $2,342-35.9% |
| Participant deferral / active EE | $4,325 | $2,987+44.8% | $3,706+16.7% | $3,332+29.8% |
| Admin fee / account holder | $679 | $4,512-84.9% | $5,608-87.9% | $4,645-85.4% |