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 | $36,075 | $39,122-7.8% | $57,179-36.9% | $62,891-42.6% |
| Participation rate | 98.1% | 70.5%+27.6pp | 75.3%+22.8pp | 69.3%+28.8pp |
| Annual return | 6.94% | 9.23%-2.3pp | 14.59%-7.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,663 | $1,874+95.4% | $2,682+36.6% | $2,281+60.6% |
| Participant deferral / active EE | $2,166 | $2,374-8.8% | $3,096-30.0% | $3,203-32.4% |
| Admin fee / account holder | $567 | $2,592-78.1% | $3,139-81.9% | $4,296-86.8% |