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 | $43,483 | $81,460-46.6% | $103,333-57.9% | $80,856-46.2% |
| Participation rate | 91.7% | 66.8%+24.8pp | 74.5%+17.2pp | 67.6%+24.0pp |
| Annual return | 15.71% | 25.55%-9.8pp | 24.88%-9.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,042 | $3,105-66.5% | $3,868-73.1% | $2,755-62.2% |
| Participant deferral / active EE | $3,498 | $3,869-9.6% | $5,057-30.8% | $4,296-18.6% |
| Admin fee / account holder | $568 | $6,566-91.4% | $8,355-93.2% | $6,918-91.8% |