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 | $32,684 | $56,897-42.6% | $84,750-61.4% | $62,891-48.0% |
| Participation rate | 70.6% | 68.5%+2.0pp | 76.6%-6.0pp | 69.3%+1.3pp |
| Annual return | 5.65% | 6.30%-0.7pp | 22.78%-17.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $870 | $2,400-63.7% | $3,574-75.7% | $2,281-61.9% |
| Participant deferral / active EE | $1,419 | $2,709-47.6% | $3,712-61.8% | $3,203-55.7% |
| Admin fee / account holder | $1,100 | $3,581-69.3% | $5,332-79.4% | $4,296-74.4% |