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 | $42,860 | $57,590-25.6% | $86,233-50.3% | $82,448-48.0% |
| Participation rate | 83.3% | 57.9%+25.5pp | 69.0%+14.3pp | 68.1%+15.3pp |
| Annual return | 14.23% | 22.41%-8.2pp | 61.39%-47.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,132 | $1,655+28.8% | $2,504-14.8% | $2,551-16.4% |
| Participant deferral / active EE | $3,726 | $3,080+21.0% | $4,559-18.3% | $4,139-10.0% |
| Admin fee / account holder | $2,313 | $4,730-51.1% | $8,342-72.3% | $7,234-68.0% |