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 | $53,279 | $105,630-49.6% | $87,507-39.1% | $273,961-80.6% |
| Participation rate | 76.9% | 78.2%-1.3pp | 73.8%+3.1pp | 83.0%-6.1pp |
| Annual return | 8.72% | 12.25%-3.5pp | 12.21%-3.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,585 | $3,141-49.5% | $2,550-37.8% | $4,869-67.4% |
| Participant deferral / active EE | $3,737 | $3,601+3.8% | $3,149+18.7% | $5,287-29.3% |
| Admin fee / account holder | $9,503 | $4,781+98.8% | $4,221+125.1% | $10,132-6.2% |