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 | $26,098 | $56,897-54.1% | $84,750-69.2% | $62,891-58.5% |
| Participation rate | 84.4% | 68.5%+15.8pp | 76.6%+7.8pp | 69.3%+15.1pp |
| Annual return | 4.77% | 6.30%-1.5pp | 22.78%-18.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $594 | $2,400-75.3% | $3,574-83.4% | $2,281-74.0% |
| Participant deferral / active EE | $4,978 | $2,709+83.7% | $3,712+34.1% | $3,203+55.4% |
| Admin fee / account holder | $22,459 | $3,581+527.2% | $5,332+321.2% | $4,296+422.9% |