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 | $44,781 | $80,673-44.5% | $101,326-55.8% | $84,808-47.2% |
| Participation rate | 94.5% | 77.8%+16.7pp | 81.5%+13.0pp | 68.3%+26.2pp |
| Annual return | 16.12% | 38.95%-22.8pp | 36.82%-20.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,362 | $2,698-49.5% | $3,665-62.8% | $2,631-48.2% |
| Participant deferral / active EE | $5,386 | $6,840-21.3% | $7,994-32.6% | $4,212+27.9% |
| Admin fee / account holder | $5,236 | $12,784-59.0% | $11,185-53.2% | $7,344-28.7% |