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 | $57,504 | $95,803-40.0% | $113,168-49.2% | $84,808-32.2% |
| Participation rate | 71.9% | 72.9%-1.0pp | 76.6%-4.7pp | 68.3%+3.6pp |
| Annual return | 13.18% | 25.00%-11.8pp | 24.27%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,444 | $2,360-38.8% | $2,975-51.5% | $2,631-45.1% |
| Participant deferral / active EE | $3,276 | $4,242-22.8% | $5,107-35.9% | $4,212-22.2% |
| Admin fee / account holder | $1,467 | $8,989-83.7% | $12,068-87.8% | $7,344-80.0% |