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 | $73,757 | $109,413-32.6% | $156,263-52.8% | $84,808-13.0% |
| Participation rate | 74.1% | 72.7%+1.4pp | 78.9%-4.8pp | 68.3%+5.8pp |
| Annual return | 17.69% | 20.18%-2.5pp | 59.47%-41.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,289 | $2,907+13.1% | $4,333-24.1% | $2,631+25.0% |
| Participant deferral / active EE | $4,916 | $4,590+7.1% | $6,158-20.2% | $4,212+16.7% |
| Admin fee / account holder | $2,564 | $9,357-72.6% | $14,255-82.0% | $7,344-65.1% |