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 | $32,861 | $48,076-31.6% | $78,689-58.2% | $62,891-47.8% |
| Participation rate | 81.9% | 65.2%+16.7pp | 73.6%+8.4pp | 69.3%+12.6pp |
| Annual return | 6.79% | 31.35%-24.6pp | 62.18%-55.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,710 | $2,015-15.1% | $2,851-40.0% | $2,281-25.0% |
| Participant deferral / active EE | $2,001 | $2,588-22.7% | $3,517-43.1% | $3,203-37.5% |
| Admin fee / account holder | $2,781 | $3,207-13.3% | $4,510-38.4% | $4,296-35.3% |