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 | $35,140 | $54,762-35.8% | $90,281-61.1% | $72,985-51.9% |
| Participation rate | 96.3% | 65.1%+31.2pp | 73.3%+23.0pp | 69.5%+26.8pp |
| Annual return | 18.51% | 30.63%-12.1pp | 78.10%-59.6pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,508 | $2,092-27.9% | $2,854-47.2% | $2,440-38.2% |
| Participant deferral / active EE | $1,921 | $2,887-33.5% | $3,885-50.6% | $3,607-46.7% |
| Admin fee / account holder | $3,042 | $3,972-23.4% | $5,351-43.1% | $5,124-40.6% |