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 | $48,772 | $79,557-38.7% | $118,746-58.9% | $70,131-30.5% |
| Participation rate | 84.1% | 71.4%+12.7pp | 78.3%+5.8pp | 69.5%+14.5pp |
| Annual return | 16.09% | 25.64%-9.5pp | 24.54%-8.4pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,819 | $2,861-36.4% | $4,193-56.6% | $2,342-22.4% |
| Participant deferral / active EE | $3,109 | $4,089-24.0% | $5,332-41.7% | $3,332-6.7% |
| Admin fee / account holder | $3,007 | $5,374-44.1% | $10,720-72.0% | $4,645-35.3% |