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 | $22,218 | $54,541-59.3% | $78,778-71.8% | $70,131-68.3% |
| Participation rate | 87.9% | 60.8%+27.1pp | 69.2%+18.7pp | 69.5%+18.3pp |
| Annual return | 16.45% | 21.07%-4.6pp | 35.62%-19.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $456 | $1,089-58.1% | $1,986-77.0% | $2,342-80.5% |
| Participant deferral / active EE | $3,200 | $2,210+44.8% | $2,958+8.2% | $3,332-4.0% |
| Admin fee / account holder | $3,177 | $3,709-14.3% | $5,134-38.1% | $4,645-31.6% |