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 | $16,706 | $39,122-57.3% | $57,179-70.8% | $62,891-73.4% |
| Participation rate | 83.3% | 70.5%+12.8pp | 75.3%+8.0pp | 69.3%+14.0pp |
| Annual return | 4.73% | 9.23%-4.5pp | 14.59%-9.9pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,588 | $2,374+9.0% | $3,096-16.4% | $3,203-19.2% |
| Admin fee / account holder | $6,508 | $2,592+151.1% | $3,139+107.3% | $4,296+51.5% |