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 | $64,802 | $81,460-20.4% | $103,333-37.3% | $80,856-19.9% |
| Participation rate | 89.0% | 66.8%+22.2pp | 74.5%+14.5pp | 67.6%+21.4pp |
| Annual return | 14.33% | 25.55%-11.2pp | 24.88%-10.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,400 | $3,105-54.9% | $3,868-63.8% | $2,755-49.2% |
| Participant deferral / active EE | $6,954 | $3,869+79.8% | $5,057+37.5% | $4,296+61.9% |
| Admin fee / account holder | $24,133 | $6,566+267.5% | $8,355+188.9% | $6,918+248.8% |