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 | $52,071 | $80,717-35.5% | $154,803-66.4% | $84,808-38.6% |
| Participation rate | 93.8% | 66.8%+26.9pp | 78.1%+15.7pp | 68.3%+25.4pp |
| Annual return | 28.59% | 37.96%-9.4pp | 58.88%-30.3pp | 40.90%-12.3pp |
| Employer contribution / active EE | $1,761 | $2,761-36.2% | $4,305-59.1% | $2,631-33.1% |
| Participant deferral / active EE | $4,333 | $3,303+31.2% | $5,540-21.8% | $4,212+2.9% |
| Admin fee / account holder | $3,229 | $6,746-52.1% | $14,329-77.5% | $7,344-56.0% |