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 | $44,922 | $86,929-48.3% | $102,423-56.1% | $80,856-44.4% |
| Participation rate | 88.5% | 72.4%+16.1pp | 76.5%+12.0pp | 67.6%+20.8pp |
| Annual return | 14.29% | 18.88%-4.6pp | 29.32%-15.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,270 | $2,369-46.4% | $3,023-58.0% | $2,755-53.9% |
| Participant deferral / active EE | $2,625 | $4,118-36.3% | $5,053-48.0% | $4,296-38.9% |
| Admin fee / account holder | $1,098 | $8,049-86.4% | $9,451-88.4% | $6,918-84.1% |