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 | $59,101 | $76,367-22.6% | $93,606-36.9% | $72,985-19.0% |
| Participation rate | 88.1% | 71.7%+16.3pp | 75.8%+12.2pp | 69.5%+18.6pp |
| Annual return | 24.73% | 25.82%-1.1pp | 32.76%-8.0pp | 81.00%-56.3pp |
| Employer contribution / active EE | $2,075 | $2,275-8.8% | $2,718-23.6% | $2,440-14.9% |
| Participant deferral / active EE | $3,784 | $3,538+7.0% | $4,069-7.0% | $3,607+4.9% |
| Admin fee / account holder | $688 | $6,838-89.9% | $7,888-91.3% | $5,124-86.6% |