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 | $33,145 | $60,349-45.1% | $74,183-55.3% | $62,891-47.3% |
| Participation rate | 97.1% | 72.7%+24.3pp | 76.6%+20.4pp | 69.3%+27.8pp |
| Annual return | 6.69% | 21.37%-14.7pp | 17.74%-11.0pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,398 | $1,680-16.8% | $2,370-41.0% | $2,281-38.7% |
| Participant deferral / active EE | $3,039 | $2,856+6.4% | $3,550-14.4% | $3,203-5.1% |
| Admin fee / account holder | $583 | $4,261-86.3% | $5,586-89.6% | $4,296-86.4% |