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 | $39,877 | $88,707-55.0% | $74,183-46.2% | $273,961-85.4% |
| Participation rate | 90.5% | 79.4%+11.0pp | 76.6%+13.9pp | 83.0%+7.5pp |
| Annual return | 10.26% | 11.94%-1.7pp | 17.74%-7.5pp | 41.45%-31.2pp |
| Employer contribution / active EE | $3,198 | $3,159+1.2% | $2,370+34.9% | $4,869-34.3% |
| Participant deferral / active EE | $4,165 | $4,212-1.1% | $3,550+17.3% | $5,287-21.2% |
| Admin fee / account holder | $462 | $8,717-94.7% | $5,586-91.7% | $10,132-95.4% |