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 | $45,449 | $58,828-22.7% | $77,999-41.7% | $62,891-27.7% |
| Participation rate | 92.0% | 71.1%+20.9pp | 75.5%+16.5pp | 69.3%+22.7pp |
| Annual return | 7.38% | 17.16%-9.8pp | 425.96%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,016 | $1,672+20.6% | $2,470-18.4% | $2,281-11.6% |
| Participant deferral / active EE | $7,227 | $2,686+169.1% | $3,497+106.7% | $3,203+125.6% |
| Admin fee / account holder | $319 | $4,393-92.7% | $5,480-94.2% | $4,296-92.6% |