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 | $49,078 | $93,571-47.6% | $135,903-63.9% | $75,163-34.7% |
| Participation rate | 81.8% | 75.2%+6.6pp | 81.9%-0.1pp | 67.2%+14.6pp |
| Annual return | 15.93% | 30.90%-15.0pp | 68.23%-52.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,309 | $3,537-6.4% | $4,856-31.9% | $2,670+23.9% |
| Participant deferral / active EE | $7,033 | $6,404+9.8% | $7,758-9.3% | $4,125+70.5% |
| Admin fee / account holder | $5,295 | $6,975-24.1% | $10,762-50.8% | $5,651-6.3% |