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 | $30,010 | $127,065-76.4% | $113,168-73.5% | $142,382-78.9% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 17.82% | 24.03%-6.2pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,616 | $3,442+5.1% | $2,975+21.5% | $4,299-15.9% |
| Participant deferral / active EE | $4,637 | $5,716-18.9% | $5,107-9.2% | $6,507-28.7% |
| Admin fee / account holder | $482 | $15,736-96.9% | $12,068-96.0% | $12,624-96.2% |