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 | $31,086 | $72,177-56.9% | $115,037-73.0% | $59,632-47.9% |
| Participation rate | 86.1% | 72.6%+13.5pp | 81.4%+4.7pp | 68.7%+17.4pp |
| Annual return | 10.56% | 12.02%-1.5pp | 26.14%-15.6pp | 2041.28%-2030.7pp |
| Employer contribution / active EE | $3,092 | $2,841+8.8% | $4,608-32.9% | $2,203+40.4% |
| Participant deferral / active EE | $6,270 | $4,783+31.1% | $6,026+4.0% | $3,192+96.5% |
| Admin fee / account holder | $1,434 | $4,927-70.9% | $8,175-82.5% | $4,297-66.6% |