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 | $13,216 | $54,762-75.9% | $90,281-85.4% | $72,985-81.9% |
| Participation rate | 84.0% | 65.1%+18.9pp | 73.3%+10.7pp | 69.5%+14.5pp |
| Annual return | 27.32% | 30.63%-3.3pp | 78.10%-50.8pp | 81.00%-53.7pp |
| Employer contribution / active EE | $1,708 | $2,092-18.4% | $2,854-40.2% | $2,440-30.0% |
| Participant deferral / active EE | $2,053 | $2,887-28.9% | $3,885-47.2% | $3,607-43.1% |
| Admin fee / account holder | $743 | $3,972-81.3% | $5,351-86.1% | $5,124-85.5% |