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 | $24,785 | $135,952-81.8% | $123,892-80.0% | $273,961-91.0% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 6.83% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,039 | $5,170-60.6% | $4,617-55.8% | $4,869-58.1% |
| Participant deferral / active EE | $5,946 | $6,343-6.3% | $5,984-0.6% | $5,287+12.5% |
| Admin fee / account holder | $2,737 | $9,817-72.1% | $8,357-67.3% | $10,132-73.0% |