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 | $23,934 | $56,897-57.9% | $84,750-71.8% | $62,891-61.9% |
| Participation rate | 83.3% | 68.5%+14.8pp | 76.6%+6.7pp | 69.3%+14.0pp |
| Annual return | 27.34% | 6.30%+21.0pp | 22.78%+4.6pp | 20.14%+7.2pp |
| Employer contribution / active EE | $1,879 | $2,400-21.7% | $3,574-47.4% | $2,281-17.6% |
| Participant deferral / active EE | $2,338 | $2,709-13.7% | $3,712-37.0% | $3,203-27.0% |
| Admin fee / account holder | $1,077 | $3,581-69.9% | $5,332-79.8% | $4,296-74.9% |