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 | $59,358 | $87,841-32.4% | $133,980-55.7% | $62,891-5.6% |
| Participation rate | 94.1% | 83.4%+10.7pp | 87.1%+7.1pp | 69.3%+24.8pp |
| Annual return | 8.01% | 12.05%-4.0pp | 29.30%-21.3pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,662 | $3,483-23.6% | $5,211-48.9% | $2,281+16.7% |
| Participant deferral / active EE | $3,426 | $4,812-28.8% | $6,282-45.5% | $3,203+7.0% |
| Admin fee / account holder | $1,050 | $5,371-80.5% | $9,324-88.7% | $4,296-75.6% |