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 | $30,258 | $52,580-42.5% | $71,671-57.8% | $70,131-56.9% |
| Participation rate | 89.1% | 60.9%+28.3pp | 68.7%+20.4pp | 69.5%+19.6pp |
| Annual return | 14.35% | 20.25%-5.9pp | 20.65%-6.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,660 | $1,616+2.7% | $2,460-32.5% | $2,342-29.2% |
| Participant deferral / active EE | $2,518 | $2,386+5.5% | $3,438-26.8% | $3,332-24.4% |
| Admin fee / account holder | $416 | $3,653-88.6% | $5,558-92.5% | $4,645-91.0% |