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 | $64,508 | $71,050-9.2% | $93,606-31.1% | $80,856-20.2% |
| Participation rate | 71.0% | 60.4%+10.6pp | 68.7%+2.3pp | 67.6%+3.4pp |
| Annual return | 10.49% | 11.26%-0.8pp | 133.20%-122.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $453 | $1,564-71.0% | $2,420-81.3% | $2,755-83.5% |
| Participant deferral / active EE | $3,625 | $4,034-10.1% | $4,411-17.8% | $4,296-15.6% |
| Admin fee / account holder | $6,513 | $6,945-6.2% | $8,285-21.4% | $6,918-5.9% |