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 5-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 | $57,466 | $83,477-31.2% | $125,175-54.1% | $72,985-21.3% |
| Participation rate | 71.7% | 73.3%-1.6pp | 79.8%-8.1pp | 69.5%+2.2pp |
| Annual return | 17.01% | 25.78%-8.8pp | 43.79%-26.8pp | 81.00%-64.0pp |
| Employer contribution / active EE | $754 | $2,345-67.8% | $3,865-80.5% | $2,440-69.1% |
| Participant deferral / active EE | $2,241 | $3,585-37.5% | $4,937-54.6% | $3,607-37.9% |
| Admin fee / account holder | $41,588 | $5,517+653.8% | $9,702+328.6% | $5,124+711.6% |