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 | $43,669 | $88,707-50.8% | $74,183-41.1% | $273,961-84.1% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 9.48% | 11.94%-2.5pp | 17.74%-8.3pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,287 | $3,159-59.3% | $2,370-45.7% | $4,869-73.6% |
| Participant deferral / active EE | $3,054 | $4,212-27.5% | $3,550-14.0% | $5,287-42.2% |
| Admin fee / account holder | $10,866 | $8,717+24.7% | $5,586+94.5% | $10,132+7.2% |