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 | $39,249 | $65,685-40.2% | $57,179-31.4% | $273,961-85.7% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 8.84% | 21.99%-13.2pp | 14.59%-5.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,961 | $3,279-40.2% | $2,682-26.9% | $4,869-59.7% |
| Participant deferral / active EE | $9,709 | $3,782+156.7% | $3,096+213.6% | $5,287+83.6% |
| Admin fee / account holder | $800 | $4,835-83.5% | $3,139-74.5% | $10,132-92.1% |