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 | $49,922 | $65,685-24.0% | $57,179-12.7% | $273,961-81.8% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.3%+12.2pp | 83.0%+4.5pp |
| Annual return | 5.62% | 21.99%-16.4pp | 14.59%-9.0pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,120 | $3,279-35.4% | $2,682-21.0% | $4,869-56.5% |
| Participant deferral / active EE | $4,529 | $3,782+19.8% | $3,096+46.3% | $5,287-14.3% |
| Admin fee / account holder | $5,142 | $4,835+6.4% | $3,139+63.8% | $10,132-49.2% |