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 | $77,449 | $81,248-4.7% | $155,509-50.2% | $80,856-4.2% |
| Participation rate | 80.8% | 66.2%+14.5pp | 78.2%+2.6pp | 67.6%+13.1pp |
| Annual return | 13.87% | 33.31%-19.4pp | 64.67%-50.8pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,782 | $3,100-10.3% | $4,672-40.5% | $2,755+1.0% |
| Participant deferral / active EE | $4,436 | $3,452+28.5% | $5,626-21.2% | $4,296+3.3% |
| Admin fee / account holder | $5,627 | $7,997-29.6% | $15,912-64.6% | $6,918-18.7% |