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 | $41,509 | $39,122+6.1% | $57,179-27.4% | $62,891-34.0% |
| Participation rate | 93.0% | 70.5%+22.5pp | 75.3%+17.7pp | 69.3%+23.7pp |
| Annual return | 9.28% | 9.23%0pp | 14.59%-5.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $897 | $1,874-52.1% | $2,682-66.5% | $2,281-60.7% |
| Participant deferral / active EE | $1,628 | $2,374-31.4% | $3,096-47.4% | $3,203-49.2% |
| Admin fee / account holder | $5,425 | $2,592+109.3% | $3,139+72.8% | $4,296+26.3% |