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 | $26,248 | $72,277-63.7% | $101,248-74.1% | $79,858-67.1% |
| Participation rate | 89.3% | 68.5%+20.8pp | 75.8%+13.5pp | 69.6%+19.7pp |
| Annual return | 15.61% | 22.30%-6.7pp | 46.47%-30.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,688 | $2,692-37.3% | $3,660-53.9% | $2,471-31.7% |
| Participant deferral / active EE | $3,361 | $3,282+2.4% | $4,370-23.1% | $3,740-10.1% |
| Admin fee / account holder | $679 | $4,400-84.6% | $5,945-88.6% | $5,306-87.2% |