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 | $21,349 | $48,076-55.6% | $78,689-72.9% | $62,891-66.1% |
| Participation rate | 81.8% | 65.2%+16.6pp | 73.6%+8.3pp | 69.3%+12.5pp |
| Annual return | 8.41% | 31.35%-22.9pp | 62.18%-53.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,557 | $2,015-22.7% | $2,851-45.4% | $2,281-31.8% |
| Participant deferral / active EE | $3,119 | $2,588+20.5% | $3,517-11.3% | $3,203-2.6% |
| Admin fee / account holder | $3,025 | $3,207-5.7% | $4,510-32.9% | $4,296-29.6% |