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 | $87,956 | $106,749-17.6% | $145,433-39.5% | $82,448+6.7% |
| Participation rate | 77.8% | 75.6%+2.1pp | 82.1%-4.3pp | 68.1%+9.7pp |
| Annual return | 21.29% | 27.59%-6.3pp | 66.58%-45.3pp | 41.64%-20.4pp |
| Employer contribution / active EE | $4,340 | $3,444+26.0% | $4,554-4.7% | $2,551+70.2% |
| Participant deferral / active EE | $9,287 | $6,519+42.5% | $7,897+17.6% | $4,139+124.4% |
| Admin fee / account holder | $5,338 | $8,390-36.4% | $13,129-59.3% | $7,234-26.2% |