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 | $41,494 | $58,828-29.5% | $77,999-46.8% | $62,891-34.0% |
| Participation rate | 73.7% | 71.1%+2.6pp | 75.5%-1.8pp | 69.3%+4.4pp |
| Annual return | 11.65% | 17.16%-5.5pp | 425.96%-414.3pp | 20.14%-8.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,063 | $2,686-23.2% | $3,497-41.0% | $3,203-35.6% |
| Admin fee / account holder | $18,422 | $4,393+319.3% | $5,480+236.1% | $4,296+328.9% |