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 | $22,198 | $99,341-77.7% | $84,750-73.8% | $273,961-91.9% |
| Participation rate | 90.5% | 80.7%+9.8pp | 76.6%+13.9pp | 83.0%+7.5pp |
| Annual return | 9.72% | 22.93%-13.2pp | 22.78%-13.1pp | 41.45%-31.7pp |
| Employer contribution / active EE | $2,449 | $4,214-41.9% | $3,574-31.5% | $4,869-49.7% |
| Participant deferral / active EE | $3,747 | $4,269-12.2% | $3,712+1.0% | $5,287-29.1% |
| Admin fee / account holder | $757 | $6,644-88.6% | $5,332-85.8% | $10,132-92.5% |