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 | $37,455 | $58,512-36.0% | $84,015-55.4% | $72,985-48.7% |
| Participation rate | 92.1% | 61.2%+30.9pp | 69.0%+23.1pp | 69.5%+22.6pp |
| Annual return | 19.71% | 28.93%-9.2pp | 71.31%-51.6pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,261 | $1,163+8.4% | $1,983-36.4% | $2,440-48.3% |
| Participant deferral / active EE | $1,778 | $2,394-25.7% | $3,239-45.1% | $3,607-50.7% |
| Admin fee / account holder | $7,619 | $4,569+66.7% | $6,101+24.9% | $5,124+48.7% |