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 | $30,001 | $76,367-60.7% | $93,606-67.9% | $72,985-58.9% |
| Participation rate | 87.5% | 71.7%+15.8pp | 75.8%+11.7pp | 69.5%+18.0pp |
| Annual return | 23.37% | 25.82%-2.4pp | 32.76%-9.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $905 | $2,275-60.2% | $2,718-66.7% | $2,440-62.9% |
| Participant deferral / active EE | $7,160 | $3,538+102.4% | $4,069+76.0% | $3,607+98.5% |
| Admin fee / account holder | $8,442 | $6,838+23.5% | $7,888+7.0% | $5,124+64.7% |