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 | $76,464 | $77,899-1.8% | $149,673-48.9% | $75,163+1.7% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 16.63% | 31.72%-15.1pp | 134.42%-117.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,779 | $3,137-11.4% | $4,818-42.3% | $2,670+4.1% |
| Participant deferral / active EE | $5,029 | $3,411+47.4% | $5,680-11.5% | $4,125+21.9% |
| Admin fee / account holder | $2,421 | $5,956-59.4% | $13,210-81.7% | $5,651-57.2% |