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 | $53,982 | $72,492-25.5% | $87,100-38.0% | $72,985-26.0% |
| Participation rate | 71.0% | 72.8%-1.8pp | 76.9%-5.9pp | 69.5%+1.5pp |
| Annual return | 21.65% | 24.46%-2.8pp | 28.19%-6.5pp | 81.00%-59.3pp |
| Employer contribution / active EE | $725 | $1,894-61.7% | $2,521-71.2% | $2,440-70.3% |
| Participant deferral / active EE | $2,161 | $3,270-33.9% | $4,049-46.6% | $3,607-40.1% |
| Admin fee / account holder | $910 | $5,055-82.0% | $7,497-87.9% | $5,124-82.2% |