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 | $39,191 | $60,892-35.6% | $82,389-52.4% | $84,808-53.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 15.26% | 37.29%-22.0pp | 28.67%-13.4pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,207 | $1,779-32.2% | $2,517-52.0% | $2,631-54.1% |
| Participant deferral / active EE | $1,951 | $3,179-38.6% | $4,155-53.0% | $4,212-53.7% |
| Admin fee / account holder | $5,588 | $5,467+2.2% | $7,231-22.7% | $7,344-23.9% |