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 | $63,403 | $99,341-36.2% | $84,750-25.2% | $273,961-76.9% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 7.20% | 22.93%-15.7pp | 22.78%-15.6pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,772 | $4,214-34.2% | $3,574-22.5% | $4,869-43.1% |
| Participant deferral / active EE | $7,014 | $4,269+64.3% | $3,712+89.0% | $5,287+32.7% |
| Admin fee / account holder | $4,713 | $6,644-29.1% | $5,332-11.6% | $10,132-53.5% |