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 | $31,537 | $67,606-53.4% | $82,313-61.7% | $70,131-55.0% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | 17.88% | 21.57%-3.7pp | 25.88%-8.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $644 | $1,755-63.3% | $2,428-73.5% | $2,342-72.5% |
| Participant deferral / active EE | $3,723 | $2,987+24.6% | $3,706+0.5% | $3,332+11.7% |
| Admin fee / account holder | $871 | $4,512-80.7% | $5,608-84.5% | $4,645-81.2% |