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 | $20,927 | $49,791-58.0% | $78,210-73.2% | $70,131-70.2% |
| Participation rate | 96.0% | 62.3%+33.7pp | 68.7%+27.3pp | 69.5%+26.5pp |
| Annual return | 13.47% | 20.75%-7.3pp | 40.90%-27.4pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,285 | $1,430-10.1% | $2,034-36.8% | $2,342-45.1% |
| Participant deferral / active EE | $1,368 | $2,150-36.4% | $2,823-51.5% | $3,332-59.0% |
| Admin fee / account holder | $3,607 | $3,181+13.4% | $3,758-4.0% | $4,645-22.4% |