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 | $19,304 | $43,075-55.2% | $74,583-74.1% | $62,891-69.3% |
| Participation rate | 96.2% | 58.1%+38.2pp | 68.1%+28.1pp | 69.3%+26.9pp |
| Annual return | 5.58% | 17.50%-11.9pp | 20.47%-14.9pp | 20.14%-14.6pp |
| Employer contribution / active EE | $845 | $1,498-43.6% | $2,525-66.5% | $2,281-63.0% |
| Participant deferral / active EE | $1,446 | $2,389-39.5% | $3,458-58.2% | $3,203-54.9% |
| Admin fee / account holder | $2,418 | $2,840-14.9% | $4,138-41.6% | $4,296-43.7% |