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 | $22,089 | $43,327-49.0% | $59,878-63.1% | $64,186-65.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 14.85% | -1.55%+16.4pp | 3.46%+11.4pp | 7.63%+7.2pp |
| Employer contribution / active EE | $1,323 | $2,028-34.8% | $2,722-51.4% | $2,381-44.4% |
| Participant deferral / active EE | $1,358 | $2,546-46.7% | $3,402-60.1% | $3,470-60.9% |
| Admin fee / account holder | $334 | $3,005-88.9% | $3,590-90.7% | $4,888-93.2% |