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 | $46,807 | $90,503-48.3% | $78,689-40.5% | $273,961-82.9% |
| Participation rate | 84.2% | 76.5%+7.7pp | 73.6%+10.6pp | 83.0%+1.2pp |
| Annual return | 7.45% | 75.60%-68.2pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,709 | $3,176+16.8% | $2,851+30.1% | $4,869-23.8% |
| Participant deferral / active EE | $2,888 | $3,901-26.0% | $3,517-17.9% | $5,287-45.4% |
| Admin fee / account holder | $21,772 | $5,263+313.7% | $4,510+382.7% | $10,132+114.9% |