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 | $22,127 | $65,685-66.3% | $57,179-61.3% | $273,961-91.9% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.3%+12.2pp | 83.0%+4.5pp |
| Annual return | 2.35% | 21.99%-19.6pp | 14.59%-12.2pp | 41.45%-39.1pp |
| Employer contribution / active EE | $1,535 | $3,279-53.2% | $2,682-42.8% | $4,869-68.5% |
| Participant deferral / active EE | $2,670 | $3,782-29.4% | $3,096-13.8% | $5,287-49.5% |
| Admin fee / account holder | $4,352 | $4,835-10.0% | $3,139+38.6% | $10,132-57.1% |