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 | $22,008 | $48,076-54.2% | $78,689-72.0% | $62,891-65.0% |
| Participation rate | 83.3% | 65.2%+18.1pp | 73.6%+9.8pp | 69.3%+14.0pp |
| Annual return | 6.62% | 31.35%-24.7pp | 62.18%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,546 | $2,015+26.4% | $2,851-10.7% | $2,281+11.6% |
| Participant deferral / active EE | $3,896 | $2,588+50.5% | $3,517+10.8% | $3,203+21.6% |
| Admin fee / account holder | $791 | $3,207-75.3% | $4,510-82.5% | $4,296-81.6% |