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 | $52,596 | $95,453-44.9% | $112,040-53.1% | $82,448-36.2% |
| Participation rate | 93.7% | 72.8%+20.9pp | 76.5%+17.2pp | 68.1%+25.6pp |
| Annual return | 15.15% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,488 | $2,318+7.4% | $2,954-15.8% | $2,551-2.5% |
| Participant deferral / active EE | $4,012 | $4,224-5.0% | $5,098-21.3% | $4,139-3.1% |
| Admin fee / account holder | $6,206 | $9,013-31.1% | $12,098-48.7% | $7,234-14.2% |