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 | $40,717 | $60,349-32.5% | $74,183-45.1% | $62,891-35.3% |
| Participation rate | 80.0% | 72.7%+7.3pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 7.69% | 21.37%-13.7pp | 17.74%-10.0pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,266 | $2,856-20.7% | $3,550-36.2% | $3,203-29.3% |
| Admin fee / account holder | $2,733 | $4,261-35.9% | $5,586-51.1% | $4,296-36.4% |