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 | $87,697 | $123,793-29.2% | $177,821-50.7% | $79,858+9.8% |
| Participation rate | 96.2% | 84.7%+11.5pp | 87.7%+8.4pp | 69.6%+26.5pp |
| Annual return | 20.25% | 22.82%-2.6pp | 48.32%-28.1pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,450 | $4,095-64.6% | $5,918-75.5% | $2,471-41.3% |
| Participant deferral / active EE | $4,869 | $5,956-18.3% | $7,714-36.9% | $3,740+30.2% |
| Admin fee / account holder | $1,244 | $7,243-82.8% | $12,427-90.0% | $5,306-76.6% |