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 | $28,110 | $60,349-53.4% | $74,183-62.1% | $62,891-55.3% |
| Participation rate | 77.3% | 72.7%+4.6pp | 76.6%+0.7pp | 69.3%+8.0pp |
| Annual return | 6.56% | 21.37%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,587 | $1,680-5.6% | $2,370-33.1% | $2,281-30.4% |
| Participant deferral / active EE | $1,611 | $2,856-43.6% | $3,550-54.6% | $3,203-49.7% |
| Admin fee / account holder | $5,983 | $4,261+40.4% | $5,586+7.1% | $4,296+39.3% |