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 | $34,643 | $56,897-39.1% | $84,750-59.1% | $62,891-44.9% |
| Participation rate | 87.5% | 68.5%+19.0pp | 76.6%+10.9pp | 69.3%+18.2pp |
| Annual return | 9.84% | 6.30%+3.5pp | 22.78%-12.9pp | 20.14%-10.3pp |
| Employer contribution / active EE | $7,131 | $2,400+197.2% | $3,574+99.5% | $2,281+212.6% |
| Participant deferral / active EE | $1,933 | $2,709-28.7% | $3,712-47.9% | $3,203-39.7% |
| Admin fee / account holder | $2,269 | $3,581-36.6% | $5,332-57.4% | $4,296-47.2% |