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 | $31,667 | $74,927-57.7% | $101,794-68.9% | $84,808-62.7% |
| Participation rate | 81.3% | 61.4%+19.8pp | 69.2%+12.1pp | 68.3%+12.9pp |
| Annual return | 16.98% | 18.70%-1.7pp | 30.53%-13.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,283 | $1,522-15.7% | $2,289-43.9% | $2,631-51.2% |
| Participant deferral / active EE | $3,696 | $3,099+19.2% | $4,084-9.5% | $4,212-12.2% |
| Admin fee / account holder | $2,287 | $6,514-64.9% | $8,777-73.9% | $7,344-68.9% |