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 | $21,989 | $71,050-69.1% | $93,606-76.5% | $80,856-72.8% |
| Participation rate | 72.0% | 60.4%+11.6pp | 68.7%+3.3pp | 67.6%+4.4pp |
| Annual return | 14.10% | 11.26%+2.8pp | 133.20%-119.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $934 | $1,564-40.2% | $2,420-61.4% | $2,755-66.1% |
| Participant deferral / active EE | $1,305 | $4,034-67.6% | $4,411-70.4% | $4,296-69.6% |
| Admin fee / account holder | $1,499 | $6,945-78.4% | $8,285-81.9% | $6,918-78.3% |