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 | $43,251 | $60,349-28.3% | $74,183-41.7% | $62,891-31.2% |
| Participation rate | 87.9% | 72.7%+15.2pp | 76.6%+11.3pp | 69.3%+18.6pp |
| Annual return | 7.29% | 21.37%-14.1pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,213 | $1,680-27.8% | $2,370-48.8% | $2,281-46.8% |
| Participant deferral / active EE | $4,029 | $2,856+41.1% | $3,550+13.5% | $3,203+25.8% |
| Admin fee / account holder | $5,158 | $4,261+21.0% | $5,586-7.7% | $4,296+20.1% |