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 | $39,039 | $60,349-35.3% | $74,183-47.4% | $62,891-37.9% |
| Participation rate | 81.3% | 72.7%+8.5pp | 76.6%+4.6pp | 69.3%+11.9pp |
| Annual return | 15.64% | 21.37%-5.7pp | 17.74%-2.1pp | 20.14%-4.5pp |
| Employer contribution / active EE | $909 | $1,680-45.9% | $2,370-61.6% | $2,281-60.1% |
| Participant deferral / active EE | $3,401 | $2,856+19.1% | $3,550-4.2% | $3,203+6.2% |
| Admin fee / account holder | $3,286 | $4,261-22.9% | $5,586-41.2% | $4,296-23.5% |