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 | $39,285 | $62,672-37.3% | $185,117-78.8% | $70,131-44.0% |
| Participation rate | 70.0% | 63.8%+6.2pp | 77.3%-7.3pp | 69.5%+0.5pp |
| Annual return | 20.67% | 40.79%-20.1pp | 40.50%-19.8pp | 73.14%-52.5pp |
| Employer contribution / active EE | $1,502 | $1,753-14.4% | $4,182-64.1% | $2,342-35.9% |
| Participant deferral / active EE | $3,170 | $3,272-3.1% | $5,045-37.2% | $3,332-4.9% |
| Admin fee / account holder | $403 | $3,932-89.7% | $8,159-95.1% | $4,645-91.3% |