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 | $32,465 | $105,630-69.3% | $87,507-62.9% | $273,961-88.1% |
| Participation rate | 80.0% | 78.2%+1.8pp | 73.8%+6.2pp | 83.0%-3.0pp |
| Annual return | 8.66% | 12.25%-3.6pp | 12.21%-3.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $938 | $3,141-70.1% | $2,550-63.2% | $4,869-80.7% |
| Participant deferral / active EE | $3,152 | $3,601-12.5% | $3,149+0.1% | $5,287-40.4% |
| Admin fee / account holder | $2,500 | $4,781-47.7% | $4,221-40.8% | $10,132-75.3% |