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 | $28,414 | $108,172-73.7% | $77,482-63.3% | $158,922-82.1% |
| Participation rate | 92.9% | 64.4%+28.4pp | 54.2%+38.7pp | 82.0%+10.9pp |
| Annual return | 10.19% | 31.67%-21.5pp | 54.79%-44.6pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,453 | $1,325+9.6% | $986+47.3% | $4,761-69.5% |
| Participant deferral / active EE | $1,654 | $2,456-32.6% | $1,861-11.1% | $5,982-72.3% |
| Admin fee / account holder | $18,839 | $3,708+408.1% | $2,858+559.2% | $11,246+67.5% |