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 | $57,190 | $81,258-29.6% | $105,218-45.6% | $59,632-4.1% |
| Participation rate | 95.7% | 75.4%+20.3pp | 77.2%+18.5pp | 68.7%+27.0pp |
| Annual return | 11.55% | 1.96%+9.6pp | 5.33%+6.2pp | 2041.28%-2029.7pp |
| Employer contribution / active EE | $3,317 | $2,562+29.5% | $3,255+1.9% | $2,203+50.6% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $4,867-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,265 | $5,841-44.1% | $6,992-53.3% | $4,297-24.0% |