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 | $72,128 | $76,552-5.8% | $123,892-41.8% | $62,891+14.7% |
| Participation rate | 93.6% | 73.0%+20.6pp | 81.4%+12.2pp | 69.3%+24.3pp |
| Annual return | 9.30% | 18.68%-9.4pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,249 | $2,883-22.0% | $4,617-51.3% | $2,281-1.4% |
| Participant deferral / active EE | $4,910 | $4,840+1.4% | $5,984-18.0% | $3,203+53.3% |
| Admin fee / account holder | $5,063 | $4,826+4.9% | $8,357-39.4% | $4,296+17.9% |