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 | $25,798 | $54,762-52.9% | $90,281-71.4% | $72,985-64.7% |
| Participation rate | 78.3% | 65.1%+13.2pp | 73.3%+5.1pp | 69.5%+8.8pp |
| Annual return | 19.11% | 30.63%-11.5pp | 78.10%-59.0pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,061 | $2,092-49.3% | $2,854-62.8% | $2,440-56.5% |
| Participant deferral / active EE | $1,226 | $2,887-57.5% | $3,885-68.5% | $3,607-66.0% |
| Admin fee / account holder | $5,328 | $3,972+34.1% | $5,351-0.4% | $5,124+4.0% |