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 | $32,694 | $106,584-69.3% | $101,326-67.7% | $142,382-77.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 14.09% | 36.93%-22.8pp | 36.82%-22.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,132 | $3,956-46.1% | $3,665-41.8% | $4,299-50.4% |
| Participant deferral / active EE | $4,928 | $8,297-40.6% | $7,994-38.4% | $6,507-24.3% |
| Admin fee / account holder | $832 | $11,446-92.7% | $11,185-92.6% | $12,624-93.4% |