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 | $27,087 | $54,541-50.3% | $78,778-65.6% | $70,131-61.4% |
| Participation rate | 89.2% | 60.8%+28.4pp | 69.2%+20.0pp | 69.5%+19.6pp |
| Annual return | 17.57% | 21.07%-3.5pp | 35.62%-18.0pp | 73.14%-55.6pp |
| Employer contribution / active EE | $392 | $1,089-64.0% | $1,986-80.2% | $2,342-83.3% |
| Participant deferral / active EE | $2,644 | $2,210+19.6% | $2,958-10.6% | $3,332-20.6% |
| Admin fee / account holder | $1,923 | $3,709-48.1% | $5,134-62.5% | $4,645-58.6% |