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 | $66,242 | $81,460-18.7% | $103,333-35.9% | $80,856-18.1% |
| Participation rate | 79.7% | 66.8%+12.8pp | 74.5%+5.2pp | 67.6%+12.0pp |
| Annual return | 14.57% | 25.55%-11.0pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $835 | $3,105-73.1% | $3,868-78.4% | $2,755-69.7% |
| Participant deferral / active EE | $6,063 | $3,869+56.7% | $5,057+19.9% | $4,296+41.1% |
| Admin fee / account holder | $10,266 | $6,566+56.3% | $8,355+22.9% | $6,918+48.4% |