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 | $18,495 | $47,848-61.3% | $81,478-77.3% | $70,131-73.6% |
| Participation rate | 72.5% | 58.3%+14.3pp | 68.0%+4.6pp | 69.5%+3.0pp |
| Annual return | 16.91% | 27.25%-10.3pp | 38.78%-21.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,513 | $1,527-0.9% | $2,568-41.1% | $2,342-35.4% |
| Participant deferral / active EE | $2,639 | $2,453+7.6% | $3,537-25.4% | $3,332-20.8% |
| Admin fee / account holder | $928 | $3,145-70.5% | $4,561-79.7% | $4,645-80.0% |