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 | $58,402 | $64,480-9.4% | $81,382-28.2% | $80,856-27.8% |
| Participation rate | 96.4% | 63.9%+32.5pp | 69.5%+26.9pp | 67.6%+28.7pp |
| Annual return | 13.19% | 16.34%-3.1pp | 24.73%-11.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $488 | $1,978-75.3% | $2,463-80.2% | $2,755-82.3% |
| Participant deferral / active EE | $1,998 | $3,094-35.4% | $3,883-48.6% | $4,296-53.5% |
| Admin fee / account holder | $5,875 | $5,671+3.6% | $5,768+1.8% | $6,918-15.1% |