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 | $32,230 | $67,606-52.3% | $82,313-60.8% | $70,131-54.0% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 15.65% | 21.57%-5.9pp | 25.88%-10.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $584 | $1,755-66.7% | $2,428-76.0% | $2,342-75.1% |
| Participant deferral / active EE | $1,514 | $2,987-49.3% | $3,706-59.1% | $3,332-54.6% |
| Admin fee / account holder | $445 | $4,512-90.1% | $5,608-92.1% | $4,645-90.4% |