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 | $56,775 | $47,848+18.7% | $81,478-30.3% | $70,131-19.0% |
| Participation rate | 84.6% | 58.3%+26.3pp | 68.0%+16.7pp | 69.5%+15.1pp |
| Annual return | 21.41% | 27.25%-5.8pp | 38.78%-17.4pp | 73.14%-51.7pp |
| Employer contribution / active EE | $1,542 | $1,527+1.0% | $2,568-39.9% | $2,342-34.2% |
| Participant deferral / active EE | $3,368 | $2,453+37.3% | $3,537-4.8% | $3,332+1.1% |
| Admin fee / account holder | $3,570 | $3,145+13.5% | $4,561-21.7% | $4,645-23.1% |