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 | $69,809 | $86,929-19.7% | $102,423-31.8% | $80,856-13.7% |
| Participation rate | 73.5% | 72.4%+1.2pp | 76.5%-3.0pp | 67.6%+5.9pp |
| Annual return | 13.07% | 18.88%-5.8pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $4,074 | $2,369+72.0% | $3,023+34.8% | $2,755+47.9% |
| Participant deferral / active EE | $8,157 | $4,118+98.0% | $5,053+61.4% | $4,296+89.9% |
| Admin fee / account holder | $5,648 | $8,049-29.8% | $9,451-40.2% | $6,918-18.4% |