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 | $20,376 | $45,152-54.9% | $73,843-72.4% | $59,632-65.8% |
| Participation rate | 79.2% | 64.0%+15.1pp | 73.4%+5.7pp | 68.7%+10.5pp |
| Annual return | 7.37% | 27.40%-20.0pp | 2267.84%-2260.5pp | 2041.28%-2033.9pp |
| Employer contribution / active EE | $1,743 | $1,902-8.3% | $2,787-37.5% | $2,203-20.8% |
| Participant deferral / active EE | $3,596 | $2,574+39.7% | $3,583+0.4% | $3,192+12.7% |
| Admin fee / account holder | $3,053 | $3,516-13.2% | $4,880-37.4% | $4,297-28.9% |