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 | $127,548 | $72,177+76.7% | $115,037+10.9% | $59,632+113.9% |
| Participation rate | 81.4% | 72.6%+8.8pp | 81.4%0pp | 68.7%+12.7pp |
| Annual return | 0.82% | 12.02%-11.2pp | 26.14%-25.3pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $494 | $2,841-82.6% | $4,608-89.3% | $2,203-77.6% |
| Participant deferral / active EE | $6,139 | $4,783+28.4% | $6,026+1.9% | $3,192+92.4% |
| Admin fee / account holder | $2,036 | $4,927-58.7% | $8,175-75.1% | $4,297-52.6% |