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 | $106,433 | $109,881-3.1% | $150,045-29.1% | $84,808+25.5% |
| Participation rate | 82.1% | 76.1%+6.0pp | 82.3%-0.3pp | 68.3%+13.7pp |
| Annual return | 15.91% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,392 | $3,561-32.8% | $4,693-49.0% | $2,631-9.1% |
| Participant deferral / active EE | $4,084 | $6,636-38.5% | $7,997-48.9% | $4,212-3.0% |
| Admin fee / account holder | $896 | $8,568-89.5% | $13,435-93.3% | $7,344-87.8% |