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 | $23,285 | $49,227-52.7% | $70,449-66.9% | $79,858-70.8% |
| Participation rate | 77.5% | 69.2%+8.4pp | 75.1%+2.5pp | 69.6%+7.9pp |
| Annual return | 8.26% | 30.06%-21.8pp | 109.03%-100.8pp | 31.71%-23.5pp |
| Employer contribution / active EE | $1,786 | $2,099-14.9% | $2,737-34.7% | $2,471-27.7% |
| Participant deferral / active EE | $2,254 | $2,768-18.5% | $3,709-39.2% | $3,740-39.7% |
| Admin fee / account holder | $742 | $2,878-74.2% | $3,845-80.7% | $5,306-86.0% |