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 | $28,703 | $76,552-62.5% | $123,892-76.8% | $62,891-54.4% |
| Participation rate | 80.4% | 73.0%+7.5pp | 81.4%-1.0pp | 69.3%+11.1pp |
| Annual return | 17.62% | 18.68%-1.1pp | 47.52%-29.9pp | 20.14%-2.5pp |
| Employer contribution / active EE | $3,106 | $2,883+7.7% | $4,617-32.7% | $2,281+36.2% |
| Participant deferral / active EE | $6,944 | $4,840+43.5% | $5,984+16.0% | $3,203+116.8% |
| Admin fee / account holder | $800 | $4,826-83.4% | $8,357-90.4% | $4,296-81.4% |