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 | $63,717 | $105,630-39.7% | $87,507-27.2% | $273,961-76.7% |
| Participation rate | 76.9% | 78.2%-1.3pp | 73.8%+3.1pp | 83.0%-6.1pp |
| Annual return | 2.65% | 12.25%-9.6pp | 12.21%-9.6pp | 41.45%-38.8pp |
| Employer contribution / active EE | $1,697 | $3,141-46.0% | $2,550-33.5% | $4,869-65.2% |
| Participant deferral / active EE | $3,374 | $3,601-6.3% | $3,149+7.1% | $5,287-36.2% |
| Admin fee / account holder | $811 | $4,781-83.0% | $4,221-80.8% | $10,132-92.0% |