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 | $23,497 | $54,762-57.1% | $90,281-74.0% | $72,985-67.8% |
| Participation rate | 88.1% | 65.1%+23.0pp | 73.3%+14.9pp | 69.5%+18.6pp |
| Annual return | 24.48% | 30.63%-6.1pp | 78.10%-53.6pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,523 | $2,092+20.6% | $2,854-11.6% | $2,440+3.4% |
| Participant deferral / active EE | $3,400 | $2,887+17.8% | $3,885-12.5% | $3,607-5.7% |
| Admin fee / account holder | $2,468 | $3,972-37.9% | $5,351-53.9% | $5,124-51.8% |