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 | $37,525 | $59,839-37.3% | $81,983-54.2% | $79,858-53.0% |
| Participation rate | 84.2% | 61.6%+22.6pp | 69.2%+15.0pp | 69.6%+14.6pp |
| Annual return | 16.63% | 17.56%-0.9pp | 41.31%-24.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,059 | $1,713+20.1% | $2,498-17.6% | $2,471-16.7% |
| Participant deferral / active EE | $3,772 | $2,695+40.0% | $3,722+1.3% | $3,740+0.9% |
| Admin fee / account holder | $1,163 | $4,287-72.9% | $5,664-79.5% | $5,306-78.1% |