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 | $19,243 | $81,248-76.3% | $155,509-87.6% | $80,856-76.2% |
| Participation rate | 92.0% | 66.2%+25.8pp | 78.2%+13.8pp | 67.6%+24.4pp |
| Annual return | 12.53% | 33.31%-20.8pp | 64.67%-52.1pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,336 | $3,100-24.6% | $4,672-50.0% | $2,755-15.2% |
| Participant deferral / active EE | $1,490 | $3,452-56.8% | $5,626-73.5% | $4,296-65.3% |
| Admin fee / account holder | $1,512 | $7,997-81.1% | $15,912-90.5% | $6,918-78.1% |