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 | $28,394 | $81,248-65.1% | $155,509-81.7% | $80,856-64.9% |
| Participation rate | 75.4% | 66.2%+9.2pp | 78.2%-2.8pp | 67.6%+7.8pp |
| Annual return | 14.77% | 33.31%-18.5pp | 64.67%-49.9pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,900 | $3,452+13.0% | $5,626-30.7% | $4,296-9.2% |
| Admin fee / account holder | $591 | $7,997-92.6% | $15,912-96.3% | $6,918-91.5% |