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 | $70,138 | $46,553+50.7% | $64,056+9.5% | $75,163-6.7% |
| Participation rate | 80.4% | 65.9%+14.4pp | 72.3%+8.1pp | 67.2%+13.2pp |
| Annual return | 13.43% | 26.03%-12.6pp | 33.69%-20.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,526 | $1,974-22.7% | $2,747-44.4% | $2,670-42.8% |
| Participant deferral / active EE | $3,879 | $2,837+36.7% | $3,8800% | $4,125-6.0% |
| Admin fee / account holder | $3,704 | $2,952+25.5% | $3,068+20.7% | $5,651-34.4% |