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 | $27,789 | $76,552-63.7% | $123,892-77.6% | $62,891-55.8% |
| Participation rate | 72.1% | 73.0%-0.9pp | 81.4%-9.3pp | 69.3%+2.8pp |
| Annual return | 7.20% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $927 | $2,883-67.8% | $4,617-79.9% | $2,281-59.4% |
| Participant deferral / active EE | $2,945 | $4,840-39.2% | $5,984-50.8% | $3,203-8.1% |
| Admin fee / account holder | $956 | $4,826-80.2% | $8,357-88.6% | $4,296-77.8% |