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 | $13,475 | $39,122-65.6% | $57,179-76.4% | $62,891-78.6% |
| Participation rate | 96.6% | 70.5%+26.0pp | 75.3%+21.2pp | 69.3%+27.2pp |
| Annual return | 5.06% | 9.23%-4.2pp | 14.59%-9.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $816 | $1,874-56.5% | $2,682-69.6% | $2,281-64.2% |
| Participant deferral / active EE | $816 | $2,374-65.6% | $3,096-73.7% | $3,203-74.5% |
| Admin fee / account holder | $1,949 | $2,592-24.8% | $3,139-37.9% | $4,296-54.6% |