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 | $36,293 | $56,897-36.2% | $84,750-57.2% | $62,891-42.3% |
| Participation rate | 82.4% | 68.5%+13.8pp | 76.6%+5.8pp | 69.3%+13.0pp |
| Annual return | 12.96% | 6.30%+6.7pp | 22.78%-9.8pp | 20.14%-7.2pp |
| Employer contribution / active EE | $1,776 | $2,400-26.0% | $3,574-50.3% | $2,281-22.2% |
| Participant deferral / active EE | $4,354 | $2,709+60.7% | $3,712+17.3% | $3,203+35.9% |
| Admin fee / account holder | $2,912 | $3,581-18.7% | $5,332-45.4% | $4,296-32.2% |