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 | $61,129 | $95,803-36.2% | $113,168-46.0% | $84,808-27.9% |
| Participation rate | 88.1% | 72.9%+15.2pp | 76.6%+11.5pp | 68.3%+19.8pp |
| Annual return | 18.17% | 25.00%-6.8pp | 24.27%-6.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,364 | $2,360-42.2% | $2,975-54.2% | $2,631-48.2% |
| Participant deferral / active EE | $3,396 | $4,242-19.9% | $5,107-33.5% | $4,212-19.4% |
| Admin fee / account holder | $8,810 | $8,989-2.0% | $12,068-27.0% | $7,344+20.0% |