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 | $58,667 | $109,413-46.4% | $156,263-62.5% | $84,808-30.8% |
| Participation rate | 82.4% | 72.7%+9.7pp | 78.9%+3.4pp | 68.3%+14.0pp |
| Annual return | 14.00% | 20.18%-6.2pp | 59.47%-45.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $823 | $2,907-71.7% | $4,333-81.0% | $2,631-68.7% |
| Participant deferral / active EE | $3,739 | $4,590-18.5% | $6,158-39.3% | $4,212-11.2% |
| Admin fee / account holder | $19,178 | $9,357+105.0% | $14,255+34.5% | $7,344+161.1% |