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 | $14,798 | $64,480-77.0% | $81,382-81.8% | $80,856-81.7% |
| Participation rate | 93.5% | 63.9%+29.6pp | 69.5%+24.0pp | 67.6%+25.8pp |
| Annual return | 12.22% | 16.34%-4.1pp | 24.73%-12.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,441 | $1,978-27.2% | $2,463-41.5% | $2,755-47.7% |
| Participant deferral / active EE | $2,667 | $3,094-13.8% | $3,883-31.3% | $4,296-37.9% |
| Admin fee / account holder | $1,913 | $5,671-66.3% | $5,768-66.8% | $6,918-72.3% |