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 | $39,898 | $58,512-31.8% | $84,015-52.5% | $72,985-45.3% |
| Participation rate | 75.3% | 61.2%+14.1pp | 69.0%+6.3pp | 69.5%+5.8pp |
| Annual return | 19.41% | 28.93%-9.5pp | 71.31%-51.9pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,026 | $1,163-11.8% | $1,983-48.3% | $2,440-57.9% |
| Participant deferral / active EE | $4,065 | $2,394+69.8% | $3,239+25.5% | $3,607+12.7% |
| Admin fee / account holder | $340 | $4,569-92.6% | $6,101-94.4% | $5,124-93.4% |