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 | $33,137 | $67,606-51.0% | $82,313-59.7% | $70,131-52.8% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 22.32% | 21.57%+0.8pp | 25.88%-3.6pp | 73.14%-50.8pp |
| Employer contribution / active EE | $1,496 | $1,755-14.7% | $2,428-38.4% | $2,342-36.1% |
| Participant deferral / active EE | $2,085 | $2,987-30.2% | $3,706-43.7% | $3,332-37.4% |
| Admin fee / account holder | $5,820 | $4,512+29.0% | $5,608+3.8% | $4,645+25.3% |