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 | $31,076 | $77,899-60.1% | $149,673-79.2% | $75,163-58.7% |
| Participation rate | 75.6% | 65.6%+10.0pp | 78.8%-3.2pp | 67.2%+8.4pp |
| Annual return | 13.64% | 31.72%-18.1pp | 134.42%-120.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $618 | $3,137-80.3% | $4,818-87.2% | $2,670-76.9% |
| Participant deferral / active EE | $2,470 | $3,411-27.6% | $5,680-56.5% | $4,125-40.1% |
| Admin fee / account holder | $420 | $5,956-93.0% | $13,210-96.8% | $5,651-92.6% |