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 | $89,065 | $148,978-40.2% | $200,582-55.6% | $84,808+5.0% |
| Participation rate | 75.0% | 84.2%-9.2pp | 86.9%-11.9pp | 68.3%+6.7pp |
| Annual return | 15.43% | 28.16%-12.7pp | 42.33%-26.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,911 | $4,815-60.3% | $6,419-70.2% | $2,631-27.4% |
| Participant deferral / active EE | $6,228 | $7,142-12.8% | $9,331-33.3% | $4,212+47.9% |
| Admin fee / account holder | $18,865 | $13,977+35.0% | $16,305+15.7% | $7,344+156.9% |