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 | $44,503 | $72,492-38.6% | $87,100-48.9% | $72,985-39.0% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.4pp | 69.5%+7.0pp |
| Annual return | 17.83% | 24.46%-6.6pp | 28.19%-10.4pp | 81.00%-63.2pp |
| Employer contribution / active EE | $506 | $1,894-73.3% | $2,521-80.0% | $2,440-79.3% |
| Participant deferral / active EE | $2,610 | $3,270-20.2% | $4,049-35.5% | $3,607-27.7% |
| Admin fee / account holder | $10,083 | $5,055+99.5% | $7,497+34.5% | $5,124+96.8% |