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 | $35,716 | $91,552-61.0% | $133,956-73.3% | $79,858-55.3% |
| Participation rate | 90.2% | 73.3%+16.8pp | 79.8%+10.3pp | 69.6%+20.5pp |
| Annual return | 12.71% | 61.85%-49.1pp | 45.09%-32.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,688 | $2,384-29.2% | $3,919-56.9% | $2,471-31.7% |
| Participant deferral / active EE | $2,143 | $3,733-42.6% | $5,048-57.5% | $3,740-42.7% |
| Admin fee / account holder | $2,483 | $6,321-60.7% | $8,927-72.2% | $5,306-53.2% |