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 | $18,577 | $49,025-62.1% | $87,507-78.8% | $62,891-70.5% |
| Participation rate | 75.7% | 64.9%+10.8pp | 73.8%+1.8pp | 69.3%+6.4pp |
| Annual return | 8.85% | 10.02%-1.2pp | 12.21%-3.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,249 | $1,372-9.0% | $2,550-51.0% | $2,281-45.3% |
| Participant deferral / active EE | $1,884 | $2,289-17.7% | $3,149-40.2% | $3,203-41.2% |
| Admin fee / account holder | $401 | $4,065-90.1% | $4,221-90.5% | $4,296-90.7% |