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 | $64,579 | $81,460-20.7% | $103,333-37.5% | $80,856-20.1% |
| Participation rate | 76.3% | 66.8%+9.5pp | 74.5%+1.8pp | 67.6%+8.7pp |
| Annual return | 12.65% | 25.55%-12.9pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,947 | $3,105-37.3% | $3,868-49.7% | $2,755-29.3% |
| Participant deferral / active EE | $2,976 | $3,869-23.1% | $5,057-41.2% | $4,296-30.7% |
| Admin fee / account holder | $2,905 | $6,566-55.8% | $8,355-65.2% | $6,918-58.0% |