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 | $36,297 | $53,127-31.7% | $86,590-58.1% | $70,131-48.2% |
| Participation rate | 78.2% | 65.3%+12.9pp | 73.5%+4.6pp | 69.5%+8.6pp |
| Annual return | 14.76% | 27.66%-12.9pp | 964.84%-950.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,096 | $2,068+1.4% | $2,839-26.2% | $2,342-10.5% |
| Participant deferral / active EE | $2,929 | $2,696+8.6% | $3,609-18.8% | $3,332-12.1% |
| Admin fee / account holder | $6,138 | $3,585+71.2% | $4,906+25.1% | $4,645+32.1% |