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 | $42,999 | $54,762-21.5% | $90,281-52.4% | $72,985-41.1% |
| Participation rate | 97.4% | 65.1%+32.2pp | 73.3%+24.1pp | 69.5%+27.9pp |
| Annual return | 20.27% | 30.63%-10.4pp | 78.10%-57.8pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,073 | $2,092-0.9% | $2,854-27.4% | $2,440-15.0% |
| Participant deferral / active EE | $3,970 | $2,887+37.5% | $3,885+2.2% | $3,607+10.1% |
| Admin fee / account holder | $1,553 | $3,972-60.9% | $5,351-71.0% | $5,124-69.7% |