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 | $30,198 | $45,073-33.0% | $69,455-56.5% | $72,985-58.6% |
| Participation rate | 70.4% | 68.5%+1.9pp | 74.6%-4.2pp | 69.5%+0.9pp |
| Annual return | 25.50% | 22.65%+2.8pp | 28.97%-3.5pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,259 | $2,054-38.7% | $2,779-54.7% | $2,440-48.4% |
| Participant deferral / active EE | $3,362 | $2,602+29.2% | $3,535-4.9% | $3,607-6.8% |
| Admin fee / account holder | $3,546 | $3,056+16.0% | $3,839-7.7% | $5,124-30.8% |