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 | $55,098 | $77,503-28.9% | $100,391-45.1% | $80,856-31.9% |
| Participation rate | 72.7% | 76.9%-4.2pp | 81.5%-8.8pp | 67.6%+5.1pp |
| Annual return | 21.82% | 37.20%-15.4pp | 49.20%-27.4pp | 35.59%-13.8pp |
| Employer contribution / active EE | $595 | $2,801-78.7% | $3,942-84.9% | $2,755-78.4% |
| Participant deferral / active EE | $3,575 | $6,820-47.6% | $8,082-55.8% | $4,296-16.8% |
| Admin fee / account holder | $1,245 | $5,897-78.9% | $7,899-84.2% | $6,918-82.0% |