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 | $63,076 | $74,927-15.8% | $101,794-38.0% | $84,808-25.6% |
| Participation rate | 76.1% | 61.4%+14.7pp | 69.2%+6.9pp | 68.3%+7.7pp |
| Annual return | 14.16% | 18.70%-4.5pp | 30.53%-16.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $815 | $1,522-46.5% | $2,289-64.4% | $2,631-69.0% |
| Participant deferral / active EE | $4,735 | $3,099+52.8% | $4,084+15.9% | $4,212+12.4% |
| Admin fee / account holder | $23,678 | $6,514+263.5% | $8,777+169.8% | $7,344+222.4% |