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 | $31,853 | $83,477-61.8% | $125,175-74.6% | $72,985-56.4% |
| Participation rate | 86.4% | 73.3%+13.1pp | 79.8%+6.6pp | 69.5%+16.9pp |
| Annual return | 20.19% | 25.78%-5.6pp | 43.79%-23.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $729 | $2,345-68.9% | $3,865-81.1% | $2,440-70.1% |
| Participant deferral / active EE | $2,711 | $3,585-24.4% | $4,937-45.1% | $3,607-24.9% |
| Admin fee / account holder | $9,002 | $5,517+63.2% | $9,702-7.2% | $5,124+75.7% |