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 | $41,804 | $63,355-34.0% | $91,989-54.6% | $72,985-42.7% |
| Participation rate | 76.9% | 72.5%+4.4pp | 78.6%-1.7pp | 69.5%+7.4pp |
| Annual return | 29.89% | 35.35%-5.5pp | 69.02%-39.1pp | 81.00%-51.1pp |
| Employer contribution / active EE | $2,161 | $2,116+2.1% | $3,452-37.4% | $2,440-11.4% |
| Participant deferral / active EE | $6,377 | $4,883+30.6% | $5,923+7.7% | $3,607+76.8% |
| Admin fee / account holder | $3,168 | $4,668-32.1% | $7,743-59.1% | $5,124-38.2% |