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 | $20,915 | $93,071-77.5% | $74,583-72.0% | $273,961-92.4% |
| Participation rate | 70.0% | 74.9%-4.9pp | 68.1%+1.9pp | 83.0%-13.0pp |
| Annual return | 4.75% | 26.18%-21.4pp | 20.47%-15.7pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,841 | $3,160-41.7% | $2,525-27.1% | $4,869-62.2% |
| Participant deferral / active EE | $2,252 | $4,160-45.9% | $3,458-34.9% | $5,287-57.4% |
| Admin fee / account holder | $6,269 | $5,272+18.9% | $4,138+51.5% | $10,132-38.1% |