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 | $41,586 | $48,076-13.5% | $78,689-47.2% | $62,891-33.9% |
| Participation rate | 76.0% | 65.2%+10.8pp | 73.6%+2.4pp | 69.3%+6.7pp |
| Annual return | 7.38% | 31.35%-24.0pp | 62.18%-54.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,181 | $2,015-41.4% | $2,851-58.6% | $2,281-48.2% |
| Participant deferral / active EE | $1,994 | $2,588-22.9% | $3,517-43.3% | $3,203-37.7% |
| Admin fee / account holder | $3,100 | $3,207-3.3% | $4,510-31.3% | $4,296-27.8% |