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 | $30,478 | $43,075-29.2% | $74,583-59.1% | $62,891-51.5% |
| Participation rate | 70.8% | 58.1%+12.8pp | 68.1%+2.7pp | 69.3%+1.5pp |
| Annual return | 15.45% | 17.50%-2.0pp | 20.47%-5.0pp | 20.14%-4.7pp |
| Employer contribution / active EE | $617 | $1,498-58.8% | $2,525-75.6% | $2,281-73.0% |
| Participant deferral / active EE | $2,808 | $2,389+17.5% | $3,458-18.8% | $3,203-12.3% |
| Admin fee / account holder | $695 | $2,840-75.5% | $4,138-83.2% | $4,296-83.8% |