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 | $43,650 | $92,222-52.7% | $76,768-43.1% | $135,375-67.8% |
| Participation rate | 81.8% | 79.8%+2.1pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | 7.15% | 5.46%+1.7pp | 2.43%+4.7pp | 519.73%-512.6pp |
| Employer contribution / active EE | $2,360 | $3,216-26.6% | $2,485-5.0% | $4,779-50.6% |
| Participant deferral / active EE | $5,071 | $4,509+12.5% | $3,852+31.7% | $5,609-9.6% |
| Admin fee / account holder | $343 | $10,748-96.8% | $6,675-94.9% | $10,827-96.8% |