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 | $18,710 | $43,075-56.6% | $74,583-74.9% | $62,891-70.3% |
| Participation rate | 73.5% | 58.1%+15.4pp | 68.1%+5.4pp | 69.3%+4.2pp |
| Annual return | 31.07% | 17.50%+13.6pp | 20.47%+10.6pp | 20.14%+10.9pp |
| Employer contribution / active EE | $1,312 | $1,498-12.4% | $2,525-48.0% | $2,281-42.5% |
| Participant deferral / active EE | $2,011 | $2,389-15.8% | $3,458-41.8% | $3,203-37.2% |
| Admin fee / account holder | $1,617 | $2,840-43.1% | $4,138-60.9% | $4,296-62.4% |