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 | $55,663 | $85,515-34.9% | $112,040-50.3% | $67,986-18.1% |
| Participation rate | 75.7% | 68.2%+7.5pp | 76.5%-0.8pp | 57.2%+18.5pp |
| Annual return | 15.72% | 29.68%-14.0pp | 24.52%-8.8pp | 31.67%-16.0pp |
| Employer contribution / active EE | $2,470 | $2,191+12.7% | $2,954-16.4% | $2,019+22.4% |
| Participant deferral / active EE | $4,658 | $4,014+16.0% | $5,098-8.6% | $3,358+38.7% |
| Admin fee / account holder | $5,342 | $3,774+41.6% | $12,098-55.8% | $3,203+66.8% |