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 | $24,449 | $43,075-43.2% | $74,583-67.2% | $62,891-61.1% |
| Participation rate | 82.6% | 58.1%+24.6pp | 68.1%+14.5pp | 69.3%+13.3pp |
| Annual return | 7.30% | 17.50%-10.2pp | 20.47%-13.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,457 | $1,498-2.7% | $2,525-42.3% | $2,281-36.1% |
| Participant deferral / active EE | $2,224 | $2,389-6.9% | $3,458-35.7% | $3,203-30.6% |
| Admin fee / account holder | $5,722 | $2,840+101.5% | $4,138+38.3% | $4,296+33.2% |