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 | $26,002 | $43,327-40.0% | $59,878-56.6% | $64,186-59.5% |
| Participation rate | 84.8% | 69.2%+15.6pp | 74.7%+10.1pp | 69.6%+15.2pp |
| Annual return | 18.95% | -1.55%+20.5pp | 3.46%+15.5pp | 7.63%+11.3pp |
| Employer contribution / active EE | $623 | $2,028-69.3% | $2,722-77.1% | $2,381-73.8% |
| Participant deferral / active EE | $2,117 | $2,546-16.8% | $3,402-37.8% | $3,470-39.0% |
| Admin fee / account holder | $459 | $3,005-84.7% | $3,590-87.2% | $4,888-90.6% |