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 | $30,513 | $118,450-74.2% | $98,439-69.0% | $139,434-78.1% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 15.05% | 18.94%-3.9pp | 21.16%-6.1pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,745 | $3,609-51.7% | $3,048-42.8% | $4,751-63.3% |
| Participant deferral / active EE | $3,362 | $5,392-37.6% | $4,738-29.0% | $6,710-49.9% |
| Admin fee / account holder | $576 | $14,026-95.9% | $8,948-93.6% | $11,403-94.9% |