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 | $94,648 | $123,793-23.5% | $177,821-46.8% | $79,858+18.5% |
| Participation rate | 86.5% | 84.7%+1.8pp | 87.7%-1.2pp | 69.6%+16.9pp |
| Annual return | 18.39% | 22.82%-4.4pp | 48.32%-29.9pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,934 | $4,095-52.8% | $5,918-67.3% | $2,471-21.7% |
| Participant deferral / active EE | $4,546 | $5,956-23.7% | $7,714-41.1% | $3,740+21.6% |
| Admin fee / account holder | $915 | $7,243-87.4% | $12,427-92.6% | $5,306-82.8% |