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 | $91,041 | $153,772-40.8% | $133,980-32.0% | $273,961-66.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 4.61% | 36.51%-31.9pp | 29.30%-24.7pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,800 | $6,029-70.1% | $5,211-65.5% | $4,869-63.0% |
| Participant deferral / active EE | $2,550 | $6,958-63.4% | $6,282-59.4% | $5,287-51.8% |
| Admin fee / account holder | $1,056 | $11,765-91.0% | $9,324-88.7% | $10,132-89.6% |