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 | $22,921 | $43,075-46.8% | $74,583-69.3% | $62,891-63.6% |
| Participation rate | 77.4% | 58.1%+19.4pp | 68.1%+9.3pp | 69.3%+8.1pp |
| Annual return | 6.66% | 17.50%-10.8pp | 20.47%-13.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $905 | $1,498-39.6% | $2,525-64.2% | $2,281-60.3% |
| Participant deferral / active EE | $1,832 | $2,389-23.3% | $3,458-47.0% | $3,203-42.8% |
| Admin fee / account holder | $2,394 | $2,840-15.7% | $4,138-42.1% | $4,296-44.3% |