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 | $19,149 | $53,777-64.4% | $134,143-85.7% | $79,858-76.0% |
| Participation rate | 79.2% | 58.8%+20.4pp | 72.2%+7.0pp | 69.6%+9.5pp |
| Annual return | 12.38% | 19.01%-6.6pp | 36.33%-24.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $478 | $1,321-63.8% | $3,704-87.1% | $2,471-80.6% |
| Participant deferral / active EE | $3,391 | $2,420+40.1% | $3,499-3.1% | $3,740-9.3% |
| Admin fee / account holder | $2,340 | $3,984-41.3% | $6,684-65.0% | $5,306-55.9% |