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 | $46,709 | $76,552-39.0% | $123,892-62.3% | $62,891-25.7% |
| Participation rate | 77.4% | 73.0%+4.4pp | 81.4%-4.0pp | 69.3%+8.1pp |
| Annual return | 8.28% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,734 | $2,883-5.2% | $4,617-40.8% | $2,281+19.9% |
| Participant deferral / active EE | $5,151 | $4,840+6.4% | $5,984-13.9% | $3,203+60.8% |
| Admin fee / account holder | $972 | $4,826-79.9% | $8,357-88.4% | $4,296-77.4% |