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 | $19,679 | $58,208-66.2% | $81,812-75.9% | $80,856-75.7% |
| Participation rate | 79.4% | 63.4%+16.0pp | 72.3%+7.0pp | 67.6%+11.7pp |
| Annual return | 12.89% | 41.66%-28.8pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $640 | $2,340-72.6% | $2,912-78.0% | $2,755-76.8% |
| Participant deferral / active EE | $1,689 | $3,281-48.5% | $4,319-60.9% | $4,296-60.7% |
| Admin fee / account holder | $5,024 | $4,981+0.9% | $7,386-32.0% | $6,918-27.4% |