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 | $59,841 | $60,349-0.8% | $74,183-19.3% | $62,891-4.9% |
| Participation rate | 75.7% | 72.7%+2.9pp | 76.6%-0.9pp | 69.3%+6.4pp |
| Annual return | 9.35% | 21.37%-12.0pp | 17.74%-8.4pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,440 | $1,680-14.3% | $2,370-39.2% | $2,281-36.9% |
| Participant deferral / active EE | $4,386 | $2,856+53.6% | $3,550+23.6% | $3,203+36.9% |
| Admin fee / account holder | $615 | $4,261-85.6% | $5,586-89.0% | $4,296-85.7% |