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 | $23,302 | $81,460-71.4% | $103,333-77.4% | $80,856-71.2% |
| Participation rate | 78.8% | 66.8%+11.9pp | 74.5%+4.3pp | 67.6%+11.1pp |
| Annual return | 12.11% | 25.55%-13.4pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,531 | $3,105+13.7% | $3,868-8.7% | $2,755+28.2% |
| Participant deferral / active EE | $2,654 | $3,869-31.4% | $5,057-47.5% | $4,296-38.2% |
| Admin fee / account holder | $3,905 | $6,566-40.5% | $8,355-53.3% | $6,918-43.6% |