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 | $39,213 | $72,492-45.9% | $87,100-55.0% | $72,985-46.3% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.4pp | 69.5%+7.0pp |
| Annual return | 22.33% | 24.46%-2.1pp | 28.19%-5.9pp | 81.00%-58.7pp |
| Employer contribution / active EE | $4,321 | $1,894+128.1% | $2,521+71.4% | $2,440+77.1% |
| Participant deferral / active EE | $6,109 | $3,270+86.8% | $4,049+50.9% | $3,607+69.3% |
| Admin fee / account holder | $1,412 | $5,055-72.1% | $7,497-81.2% | $5,124-72.5% |