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 | $38,881 | $43,327-10.3% | $59,878-35.1% | $64,186-39.4% |
| Participation rate | 84.0% | 69.2%+14.8pp | 74.7%+9.3pp | 69.6%+14.4pp |
| Annual return | 10.96% | -1.55%+12.5pp | 3.46%+7.5pp | 7.63%+3.3pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,279 | $2,546-10.5% | $3,402-33.0% | $3,470-34.3% |
| Admin fee / account holder | $1,226 | $3,005-59.2% | $3,590-65.8% | $4,888-74.9% |