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 | $49,410 | $181,894-72.8% | $156,549-68.4% | $273,961-82.0% |
| Participation rate | 81.0% | 88.4%-7.4pp | 84.0%-3.1pp | 83.0%-2.1pp |
| Annual return | 8.03% | 30.74%-22.7pp | 32.23%-24.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,330 | $6,248-62.7% | $5,501-57.6% | $4,869-52.1% |
| Participant deferral / active EE | $4,594 | $5,550-17.2% | $4,871-5.7% | $5,287-13.1% |
| Admin fee / account holder | $1,833 | $15,559-88.2% | $13,027-85.9% | $10,132-81.9% |