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 | $44,555 | $58,828-24.3% | $77,999-42.9% | $62,891-29.2% |
| Participation rate | 75.0% | 71.1%+3.9pp | 75.5%-0.5pp | 69.3%+5.7pp |
| Annual return | 7.81% | 17.16%-9.4pp | 425.96%-418.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $760 | $1,672-54.5% | $2,470-69.2% | $2,281-66.7% |
| Participant deferral / active EE | $2,384 | $2,686-11.2% | $3,497-31.8% | $3,203-25.6% |
| Admin fee / account holder | $564 | $4,393-87.2% | $5,480-89.7% | $4,296-86.9% |