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 | $38,753 | $60,349-35.8% | $74,183-47.8% | $62,891-38.4% |
| Participation rate | 72.4% | 72.7%-0.3pp | 76.6%-4.2pp | 69.3%+3.1pp |
| Annual return | 11.06% | 21.37%-10.3pp | 17.74%-6.7pp | 20.14%-9.1pp |
| Employer contribution / active EE | $743 | $1,680-55.8% | $2,370-68.6% | $2,281-67.4% |
| Participant deferral / active EE | $1,710 | $2,856-40.1% | $3,550-51.8% | $3,203-46.6% |
| Admin fee / account holder | $1,405 | $4,261-67.0% | $5,586-74.8% | $4,296-67.3% |