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 | $39,475 | $93,071-57.6% | $74,583-47.1% | $273,961-85.6% |
| Participation rate | 85.0% | 74.9%+10.1pp | 68.1%+16.9pp | 83.0%+2.0pp |
| Annual return | 7.77% | 26.18%-18.4pp | 20.47%-12.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,241 | $3,160-60.7% | $2,525-50.8% | $4,869-74.5% |
| Participant deferral / active EE | $4,015 | $4,160-3.5% | $3,458+16.1% | $5,287-24.1% |
| Admin fee / account holder | $304 | $5,272-94.2% | $4,138-92.6% | $10,132-97.0% |