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 | $21,977 | $48,076-54.3% | $78,689-72.1% | $62,891-65.1% |
| Participation rate | 91.4% | 65.2%+26.2pp | 73.6%+17.9pp | 69.3%+22.1pp |
| Annual return | 6.54% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $985 | $2,015-51.1% | $2,851-65.4% | $2,281-56.8% |
| Participant deferral / active EE | $1,310 | $2,588-49.4% | $3,517-62.8% | $3,203-59.1% |
| Admin fee / account holder | $849 | $3,207-73.5% | $4,510-81.2% | $4,296-80.2% |