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 | $51,537 | $132,239-61.0% | $105,722-51.3% | $273,961-81.2% |
| Participation rate | 76.5% | 83.2%-6.7pp | 78.9%-2.4pp | 83.0%-6.5pp |
| Annual return | 2.85% | 10.07%-7.2pp | 12.25%-9.4pp | 41.45%-38.6pp |
| Employer contribution / active EE | $2,775 | $4,867-43.0% | $4,079-32.0% | $4,869-43.0% |
| Participant deferral / active EE | $7,325 | $6,233+17.5% | $5,326+37.5% | $5,287+38.5% |
| Admin fee / account holder | $2,827 | $12,032-76.5% | $8,308-66.0% | $10,132-72.1% |