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 | $24,033 | $55,706-56.9% | $75,886-68.3% | $72,985-67.1% |
| Participation rate | 92.3% | 61.1%+31.2pp | 69.3%+23.0pp | 69.5%+22.8pp |
| Annual return | 21.53% | 27.59%-6.1pp | 30.76%-9.2pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,699 | $1,687+0.7% | $2,500-32.1% | $2,440-30.4% |
| Participant deferral / active EE | $3,618 | $2,634+37.4% | $3,603+0.4% | $3,607+0.3% |
| Admin fee / account holder | $3,212 | $3,978-19.3% | $5,418-40.7% | $5,124-37.3% |