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 | $38,422 | $58,828-34.7% | $77,999-50.7% | $62,891-38.9% |
| Participation rate | 97.8% | 71.1%+26.7pp | 75.5%+22.3pp | 69.3%+28.5pp |
| Annual return | 7.09% | 17.16%-10.1pp | 425.96%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $970 | $1,672-42.0% | $2,470-60.7% | $2,281-57.5% |
| Participant deferral / active EE | $2,916 | $2,686+8.6% | $3,497-16.6% | $3,203-9.0% |
| Admin fee / account holder | $4,116 | $4,393-6.3% | $5,480-24.9% | $4,296-4.2% |