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 | $29,768 | $72,012-58.7% | $185,823-84.0% | $79,858-62.7% |
| Participation rate | 87.8% | 65.8%+22.0pp | 78.0%+9.8pp | 69.6%+18.2pp |
| Annual return | 18.73% | 23.12%-4.4pp | 35.95%-17.2pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,796 | $1,965-8.6% | $4,087-56.1% | $2,471-27.3% |
| Participant deferral / active EE | $2,701 | $3,779-28.5% | $5,632-52.0% | $3,740-27.8% |
| Admin fee / account holder | $493 | $4,513-89.1% | $9,500-94.8% | $5,306-90.7% |