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 | $48,587 | $76,367-36.4% | $93,606-48.1% | $72,985-33.4% |
| Participation rate | 92.2% | 71.7%+20.4pp | 75.8%+16.3pp | 69.5%+22.7pp |
| Annual return | 22.81% | 25.82%-3.0pp | 32.76%-10.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,114 | $2,275-7.1% | $2,718-22.2% | $2,440-13.4% |
| Participant deferral / active EE | $3,676 | $3,538+3.9% | $4,069-9.7% | $3,607+1.9% |
| Admin fee / account holder | $462 | $6,838-93.2% | $7,888-94.1% | $5,124-91.0% |