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 | $48,078 | $69,977-31.3% | $108,579-55.7% | $62,891-23.6% |
| Participation rate | 91.8% | 72.9%+18.9pp | 79.6%+12.3pp | 69.3%+22.5pp |
| Annual return | 7.88% | 10.73%-2.9pp | -51.70%+59.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $697 | $2,135-67.4% | $3,758-81.5% | $2,281-69.5% |
| Participant deferral / active EE | $2,809 | $3,165-11.2% | $4,311-34.8% | $3,203-12.3% |
| Admin fee / account holder | $3,328 | $5,076-34.5% | $7,645-56.5% | $4,296-22.5% |