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 | $34,030 | $72,277-52.9% | $101,248-66.4% | $79,858-57.4% |
| Participation rate | 94.8% | 68.5%+26.3pp | 75.8%+19.0pp | 69.6%+25.2pp |
| Annual return | 20.38% | 22.30%-1.9pp | 46.47%-26.1pp | 31.71%-11.3pp |
| Employer contribution / active EE | $6,802 | $2,692+152.7% | $3,660+85.9% | $2,471+175.3% |
| Participant deferral / active EE | $3,436 | $3,282+4.7% | $4,370-21.4% | $3,740-8.1% |
| Admin fee / account holder | $922 | $4,400-79.0% | $5,945-84.5% | $5,306-82.6% |