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 | $37,064 | $65,685-43.6% | $57,179-35.2% | $273,961-86.5% |
| Participation rate | 88.9% | 78.3%+10.5pp | 75.3%+13.5pp | 83.0%+5.9pp |
| Annual return | 4.30% | 21.99%-17.7pp | 14.59%-10.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,121 | $3,279-65.8% | $2,682-58.2% | $4,869-77.0% |
| Participant deferral / active EE | $2,803 | $3,782-25.9% | $3,096-9.5% | $5,287-47.0% |
| Admin fee / account holder | $18,207 | $4,835+276.6% | $3,139+480.0% | $10,132+79.7% |