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 | $60,264 | $86,929-30.7% | $102,423-41.2% | $80,856-25.5% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 16.58% | 18.88%-2.3pp | 29.32%-12.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,509 | $2,369+5.9% | $3,023-17.0% | $2,755-8.9% |
| Participant deferral / active EE | $6,802 | $4,118+65.1% | $5,053+34.6% | $4,296+58.3% |
| Admin fee / account holder | $18,551 | $8,049+130.5% | $9,451+96.3% | $6,918+168.2% |