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 | $54,003 | $67,411-19.9% | $91,001-40.7% | $70,131-23.0% |
| Participation rate | 88.0% | 71.4%+16.6pp | 75.6%+12.4pp | 69.5%+18.5pp |
| Annual return | 12.57% | -40.16%+52.7pp | 4.60%+8.0pp | 73.14%-60.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,607 | $2,823-43.1% | $3,547-54.7% | $3,332-51.8% |
| Admin fee / account holder | $544 | $4,236-87.2% | $5,417-90.0% | $4,645-88.3% |