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 | $34,360 | $77,503-55.7% | $100,391-65.8% | $80,856-57.5% |
| Participation rate | 89.2% | 76.9%+12.2pp | 81.5%+7.7pp | 67.6%+21.6pp |
| Annual return | 13.18% | 37.20%-24.0pp | 49.20%-36.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,363 | $2,801-51.3% | $3,942-65.4% | $2,755-50.5% |
| Participant deferral / active EE | $3,232 | $6,820-52.6% | $8,082-60.0% | $4,296-24.8% |
| Admin fee / account holder | $5,975 | $5,897+1.3% | $7,899-24.4% | $6,918-13.6% |