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 | $31,202 | $65,685-52.5% | $57,179-45.4% | $273,961-88.6% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 3.84% | 21.99%-18.1pp | 14.59%-10.7pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,926 | $3,279-41.3% | $2,682-28.2% | $4,869-60.4% |
| Participant deferral / active EE | $7,940 | $3,782+109.9% | $3,096+156.4% | $5,287+50.2% |
| Admin fee / account holder | $1,865 | $4,835-61.4% | $3,139-40.6% | $10,132-81.6% |