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 | $48,937 | $181,894-73.1% | $156,549-68.7% | $273,961-82.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 3.56% | 30.74%-27.2pp | 32.23%-28.7pp | 41.45%-37.9pp |
| Employer contribution / active EE | $8,454 | $6,248+35.3% | $5,501+53.7% | $4,869+73.6% |
| Participant deferral / active EE | $6,314 | $5,550+13.8% | $4,871+29.6% | $5,287+19.4% |
| Admin fee / account holder | $4,154 | $15,559-73.3% | $13,027-68.1% | $10,132-59.0% |