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 | $66,443 | $81,248-18.2% | $155,509-57.3% | $80,856-17.8% |
| Participation rate | 85.0% | 66.2%+18.8pp | 78.2%+6.8pp | 67.6%+17.4pp |
| Annual return | 13.26% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,944 | $3,100-37.3% | $4,672-58.4% | $2,755-29.4% |
| Participant deferral / active EE | $3,513 | $3,452+1.8% | $5,626-37.6% | $4,296-18.2% |
| Admin fee / account holder | $534 | $7,997-93.3% | $15,912-96.6% | $6,918-92.3% |