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 | $32,802 | $71,050-53.8% | $93,606-65.0% | $80,856-59.4% |
| Participation rate | 86.5% | 60.4%+26.1pp | 68.7%+17.8pp | 67.6%+18.8pp |
| Annual return | 11.06% | 11.26%-0.2pp | 133.20%-122.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,021 | $1,564-34.7% | $2,420-57.8% | $2,755-63.0% |
| Participant deferral / active EE | $3,211 | $4,034-20.4% | $4,411-27.2% | $4,296-25.2% |
| Admin fee / account holder | $8,904 | $6,945+28.2% | $8,285+7.5% | $6,918+28.7% |