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 | $87,799 | $45,035+95.0% | $62,995+39.4% | $70,131+25.2% |
| Participation rate | 98.2% | 69.5%+28.7pp | 74.8%+23.4pp | 69.5%+28.7pp |
| Annual return | 12.79% | 18.76%-6.0pp | 87.57%-74.8pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,661 | $2,051-19.0% | $2,759-39.8% | $2,342-29.1% |
| Participant deferral / active EE | $5,651 | $2,465+129.3% | $3,329+69.7% | $3,332+69.6% |
| Admin fee / account holder | $831 | $2,834-70.7% | $3,600-76.9% | $4,645-82.1% |