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 | $33,532 | $57,354-41.5% | $83,848-60.0% | $64,186-47.8% |
| Participation rate | 86.1% | 68.6%+17.5pp | 76.1%+10.0pp | 69.6%+16.5pp |
| Annual return | 0.53% | 11.38%-10.9pp | 850.88%-850.4pp | 7.63%-7.1pp |
| Employer contribution / active EE | $2,546 | $2,5450% | $3,631-29.9% | $2,381+6.9% |
| Participant deferral / active EE | $3,761 | $2,993+25.6% | $4,082-7.9% | $3,470+8.4% |
| Admin fee / account holder | $40,294 | $4,046+896.0% | $5,478+635.5% | $4,888+724.3% |