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 | $34,289 | $72,012-52.4% | $185,823-81.5% | $79,858-57.1% |
| Participation rate | 74.0% | 65.8%+8.3pp | 78.0%-4.0pp | 69.6%+4.4pp |
| Annual return | 11.68% | 23.12%-11.4pp | 35.95%-24.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $805 | $1,965-59.0% | $4,087-80.3% | $2,471-67.4% |
| Participant deferral / active EE | $1,758 | $3,779-53.5% | $5,632-68.8% | $3,740-53.0% |
| Admin fee / account holder | $669 | $4,513-85.2% | $9,500-93.0% | $5,306-87.4% |