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 | $39,306 | $70,475-44.2% | $100,516-60.9% | $79,858-50.8% |
| Participation rate | 82.4% | 73.7%+8.7pp | 79.4%+3.0pp | 69.6%+12.7pp |
| Annual return | 15.30% | 21.90%-6.6pp | 30.89%-15.6pp | 31.71%-16.4pp |
| Employer contribution / active EE | $970 | $2,165-55.2% | $3,418-71.6% | $2,471-60.8% |
| Participant deferral / active EE | $2,410 | $5,181-53.5% | $6,270-61.6% | $3,740-35.6% |
| Admin fee / account holder | $1,226 | $4,478-72.6% | $8,081-84.8% | $5,306-76.9% |