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 | $26,136 | $54,541-52.1% | $78,778-66.8% | $70,131-62.7% |
| Participation rate | 74.1% | 60.8%+13.3pp | 69.2%+4.9pp | 69.5%+4.5pp |
| Annual return | 14.55% | 21.07%-6.5pp | 35.62%-21.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $989 | $2,210-55.3% | $2,958-66.6% | $3,332-70.3% |
| Admin fee / account holder | $4,533 | $3,709+22.2% | $5,134-11.7% | $4,645-2.4% |