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 | $42,272 | $64,480-34.4% | $81,382-48.1% | $80,856-47.7% |
| Participation rate | 73.8% | 63.9%+9.9pp | 69.5%+4.3pp | 67.6%+6.1pp |
| Annual return | 13.79% | 16.34%-2.6pp | 24.73%-10.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,695 | $1,978-14.3% | $2,463-31.2% | $2,755-38.5% |
| Participant deferral / active EE | $3,065 | $3,094-0.9% | $3,883-21.1% | $4,296-28.6% |
| Admin fee / account holder | $6,339 | $5,671+11.8% | $5,768+9.9% | $6,918-8.4% |