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 | $24,495 | $76,552-68.0% | $123,892-80.2% | $62,891-61.1% |
| Participation rate | 72.4% | 73.0%-0.6pp | 81.4%-9.0pp | 69.3%+3.1pp |
| Annual return | 12.62% | 18.68%-6.1pp | 47.52%-34.9pp | 20.14%-7.5pp |
| Employer contribution / active EE | $1,904 | $2,883-34.0% | $4,617-58.8% | $2,281-16.5% |
| Participant deferral / active EE | $2,803 | $4,840-42.1% | $5,984-53.2% | $3,203-12.5% |
| Admin fee / account holder | $513 | $4,826-89.4% | $8,357-93.9% | $4,296-88.1% |