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 | $43,357 | $54,541-20.5% | $78,778-45.0% | $70,131-38.2% |
| Participation rate | 86.4% | 60.8%+25.6pp | 69.2%+17.2pp | 69.5%+16.9pp |
| Annual return | 17.25% | 21.07%-3.8pp | 35.62%-18.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $420 | $1,089-61.4% | $1,986-78.9% | $2,342-82.1% |
| Participant deferral / active EE | $3,460 | $2,210+56.6% | $2,958+17.0% | $3,332+3.9% |
| Admin fee / account holder | $1,574 | $3,709-57.6% | $5,134-69.3% | $4,645-66.1% |