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 | $76,172 | $67,411+13.0% | $91,001-16.3% | $70,131+8.6% |
| Participation rate | 91.3% | 71.4%+19.9pp | 75.6%+15.6pp | 69.5%+21.7pp |
| Annual return | 14.66% | -40.16%+54.8pp | 4.60%+10.1pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,388 | $1,786-22.3% | $2,456-43.5% | $2,342-40.7% |
| Participant deferral / active EE | $3,513 | $2,823+24.5% | $3,547-1.0% | $3,332+5.5% |
| Admin fee / account holder | $3,892 | $4,236-8.1% | $5,417-28.2% | $4,645-16.2% |