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 | $23,442 | $135,952-82.8% | $123,892-81.1% | $273,961-91.4% |
| Participation rate | 88.2% | 84.1%+4.2pp | 81.4%+6.8pp | 83.0%+5.2pp |
| Annual return | 4.97% | 56.63%-51.7pp | 47.52%-42.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,391 | $5,170-53.8% | $4,617-48.2% | $4,869-50.9% |
| Participant deferral / active EE | $6,184 | $6,343-2.5% | $5,984+3.3% | $5,287+17.0% |
| Admin fee / account holder | $1,239 | $9,817-87.4% | $8,357-85.2% | $10,132-87.8% |