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 | $36,102 | $80,717-55.3% | $154,803-76.7% | $84,808-57.4% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 15.34% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,509 | $2,761-45.3% | $4,305-64.9% | $2,631-42.6% |
| Participant deferral / active EE | $2,968 | $3,303-10.1% | $5,540-46.4% | $4,212-29.5% |
| Admin fee / account holder | $5,784 | $6,746-14.3% | $14,329-59.6% | $7,344-21.2% |