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 5-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 | $17,809 | $57,541-69.0% | $95,745-81.4% | $75,163-76.3% |
| Participation rate | 79.5% | 62.5%+17.0pp | 72.3%+7.3pp | 67.2%+12.4pp |
| Annual return | 15.78% | 34.93%-19.1pp | 28.35%-12.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,105 | $1,808-38.9% | $2,835-61.0% | $2,670-58.6% |
| Participant deferral / active EE | $1,330 | $3,074-56.7% | $4,245-68.7% | $4,125-67.8% |
| Admin fee / account holder | $1,269 | $4,099-69.0% | $5,678-77.6% | $5,651-77.5% |