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 | $81,552 | $83,477-2.3% | $125,175-34.8% | $72,985+11.7% |
| Participation rate | 78.1% | 73.3%+4.8pp | 79.8%-1.7pp | 69.5%+8.6pp |
| Annual return | 20.69% | 25.78%-5.1pp | 43.79%-23.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,171 | $2,345-50.1% | $3,865-69.7% | $2,440-52.0% |
| Participant deferral / active EE | $2,961 | $3,585-17.4% | $4,937-40.0% | $3,607-17.9% |
| Admin fee / account holder | $1,256 | $5,517-77.2% | $9,702-87.1% | $5,124-75.5% |