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 | $96,752 | $88,707+9.1% | $74,183+30.4% | $273,961-64.7% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 8.30% | 11.94%-3.6pp | 17.74%-9.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $613 | $3,159-80.6% | $2,370-74.1% | $4,869-87.4% |
| Participant deferral / active EE | $3,380 | $4,212-19.7% | $3,550-4.8% | $5,287-36.1% |
| Admin fee / account holder | $651 | $8,717-92.5% | $5,586-88.3% | $10,132-93.6% |