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 | $20,335 | $90,503-77.5% | $78,689-74.2% | $273,961-92.6% |
| Participation rate | 73.3% | 76.5%-3.2pp | 73.6%-0.2pp | 83.0%-9.7pp |
| Annual return | 8.35% | 75.60%-67.3pp | 62.18%-53.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,054 | $3,176-66.8% | $2,851-63.0% | $4,869-78.3% |
| Participant deferral / active EE | $4,756 | $3,901+21.9% | $3,517+35.2% | $5,287-10.1% |
| Admin fee / account holder | $13,288 | $5,263+152.5% | $4,510+194.6% | $10,132+31.2% |