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 | $46,698 | $50,464-7.5% | $75,781-38.4% | $52,331-10.8% |
| Participation rate | 70.4% | 66.8%+3.7pp | 75.8%-5.4pp | 68.1%+2.3pp |
| Annual return | 1.27% | 1.03%+0.2pp | 9.68%-8.4pp | 4.54%-3.3pp |
| Employer contribution / active EE | $1,758 | $1,988-11.6% | $3,323-47.1% | $1,882-6.6% |
| Participant deferral / active EE | $4,833 | $2,570+88.0% | $3,651+32.4% | $3,022+59.9% |
| Admin fee / account holder | $507 | $1,103-54.0% | $5,299-90.4% | $592-14.2% |