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 | $31,756 | $63,355-49.9% | $91,989-65.5% | $72,985-56.5% |
| Participation rate | 72.9% | 72.5%+0.4pp | 78.6%-5.7pp | 69.5%+3.4pp |
| Annual return | 33.42% | 35.35%-1.9pp | 69.02%-35.6pp | 81.00%-47.6pp |
| Employer contribution / active EE | $1,633 | $2,116-22.8% | $3,452-52.7% | $2,440-33.1% |
| Participant deferral / active EE | $5,286 | $4,883+8.3% | $5,923-10.8% | $3,607+46.5% |
| Admin fee / account holder | $771 | $4,668-83.5% | $7,743-90.0% | $5,124-85.0% |