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 | $28,702 | $48,076-40.3% | $78,689-63.5% | $62,891-54.4% |
| Participation rate | 87.5% | 65.2%+22.3pp | 73.6%+13.9pp | 69.3%+18.2pp |
| Annual return | 7.14% | 31.35%-24.2pp | 62.18%-55.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,481 | $2,015+23.1% | $2,851-13.0% | $2,281+8.8% |
| Participant deferral / active EE | $2,966 | $2,588+14.6% | $3,517-15.6% | $3,203-7.4% |
| Admin fee / account holder | $16,498 | $3,207+414.4% | $4,510+265.8% | $4,296+284.1% |