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 | $24,216 | $60,349-59.9% | $74,183-67.4% | $62,891-61.5% |
| Participation rate | 80.6% | 72.7%+7.9pp | 76.6%+4.0pp | 69.3%+11.3pp |
| Annual return | 5.13% | 21.37%-16.2pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,911 | $1,680+13.7% | $2,370-19.4% | $2,281-16.2% |
| Participant deferral / active EE | $2,618 | $2,856-8.3% | $3,550-26.2% | $3,203-18.3% |
| Admin fee / account holder | $2,253 | $4,261-47.1% | $5,586-59.7% | $4,296-47.5% |