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 | $38,552 | $67,411-42.8% | $91,001-57.6% | $70,131-45.0% |
| Participation rate | 75.0% | 71.4%+3.6pp | 75.6%-0.6pp | 69.5%+5.5pp |
| Annual return | 17.63% | -40.16%+57.8pp | 4.60%+13.0pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,263 | $1,786+26.7% | $2,456-7.8% | $2,342-3.4% |
| Participant deferral / active EE | $4,211 | $2,823+49.2% | $3,547+18.7% | $3,332+26.4% |
| Admin fee / account holder | $2,093 | $4,236-50.6% | $5,417-61.4% | $4,645-54.9% |