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 | $41,302 | $86,929-52.5% | $102,423-59.7% | $80,856-48.9% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.6%+24.4pp |
| Annual return | 11.06% | 18.88%-7.8pp | 29.32%-18.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,292 | $2,369-45.5% | $3,023-57.2% | $2,755-53.1% |
| Participant deferral / active EE | $2,583 | $4,118-37.3% | $5,053-48.9% | $4,296-39.9% |
| Admin fee / account holder | $30,765 | $8,049+282.2% | $9,451+225.5% | $6,918+344.7% |