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 | $59,551 | $76,552-22.2% | $123,892-51.9% | $62,891-5.3% |
| Participation rate | 84.6% | 73.0%+11.6pp | 81.4%+3.2pp | 69.3%+15.3pp |
| Annual return | 8.22% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,590 | $2,883-44.8% | $4,617-65.6% | $2,281-30.3% |
| Participant deferral / active EE | $3,137 | $4,840-35.2% | $5,984-47.6% | $3,203-2.0% |
| Admin fee / account holder | $7,142 | $4,826+48.0% | $8,357-14.5% | $4,296+66.3% |