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 | $40,083 | $76,367-47.5% | $93,606-57.2% | $72,985-45.1% |
| Participation rate | 77.6% | 71.7%+5.8pp | 75.8%+1.8pp | 69.5%+8.1pp |
| Annual return | 18.87% | 25.82%-6.9pp | 32.76%-13.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,337 | $2,275+2.7% | $2,718-14.0% | $2,440-4.2% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,189 | $6,838-53.4% | $7,888-59.6% | $5,124-37.8% |