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 | $61,123 | $64,480-5.2% | $81,382-24.9% | $80,856-24.4% |
| Participation rate | 87.8% | 63.9%+23.9pp | 69.5%+18.3pp | 67.6%+20.1pp |
| Annual return | 12.20% | 16.34%-4.1pp | 24.73%-12.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,409 | $1,978+21.8% | $2,463-2.2% | $2,755-12.5% |
| Participant deferral / active EE | $2,754 | $3,094-11.0% | $3,883-29.1% | $4,296-35.9% |
| Admin fee / account holder | $1,738 | $5,671-69.3% | $5,768-69.9% | $6,918-74.9% |