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 | $44,325 | $65,365-32.2% | $92,893-52.3% | $72,985-39.3% |
| Participation rate | 78.6% | 68.3%+10.3pp | 76.0%+2.6pp | 69.5%+9.1pp |
| Annual return | 16.88% | 42.10%-25.2pp | 109.41%-92.5pp | 81.00%-64.1pp |
| Employer contribution / active EE | $2,676 | $2,594+3.2% | $3,653-26.7% | $2,440+9.7% |
| Participant deferral / active EE | $4,316 | $3,128+38.0% | $4,236+1.9% | $3,607+19.6% |
| Admin fee / account holder | $6,821 | $4,251+60.4% | $5,794+17.7% | $5,124+33.1% |