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 | $18,747 | $54,762-65.8% | $90,281-79.2% | $72,985-74.3% |
| Participation rate | 84.2% | 65.1%+19.1pp | 73.3%+10.9pp | 69.5%+14.7pp |
| Annual return | 17.65% | 30.63%-13.0pp | 78.10%-60.4pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,290 | $2,092-38.3% | $2,854-54.8% | $2,440-47.1% |
| Participant deferral / active EE | $917 | $2,887-68.3% | $3,885-76.4% | $3,607-74.6% |
| Admin fee / account holder | $465 | $3,972-88.3% | $5,351-91.3% | $5,124-90.9% |