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 | $51,129 | $65,685-22.2% | $57,179-10.6% | $273,961-81.3% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 6.46% | 21.99%-15.5pp | 14.59%-8.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,983 | $3,279-39.5% | $2,682-26.1% | $4,869-59.3% |
| Participant deferral / active EE | $5,592 | $3,782+47.9% | $3,096+80.6% | $5,287+5.8% |
| Admin fee / account holder | $6,895 | $4,835+42.6% | $3,139+119.7% | $10,132-31.9% |