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 | $32,993 | $65,365-49.5% | $92,893-64.5% | $72,985-54.8% |
| Participation rate | 82.9% | 68.3%+14.6pp | 76.0%+6.9pp | 69.5%+13.4pp |
| Annual return | 20.51% | 42.10%-21.6pp | 109.41%-88.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,094 | $2,594-19.3% | $3,653-42.7% | $2,440-14.2% |
| Participant deferral / active EE | $2,438 | $3,128-22.1% | $4,236-42.4% | $3,607-32.4% |
| Admin fee / account holder | $15,065 | $4,251+254.3% | $5,794+160.0% | $5,124+194.0% |