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 | $50,425 | $56,110-10.1% | $94,993-46.9% | $70,131-28.1% |
| Participation rate | 78.4% | 65.0%+13.4pp | 73.9%+4.5pp | 69.5%+8.8pp |
| Annual return | 16.75% | 51.02%-34.3pp | 27.12%-10.4pp | 73.14%-56.4pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,101 | $2,391-12.1% | $3,317-36.7% | $3,332-36.9% |
| Admin fee / account holder | $1,778 | $3,456-48.5% | $4,960-64.1% | $4,645-61.7% |