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 | $54,054 | $81,248-33.5% | $155,509-65.2% | $80,856-33.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.55% | 33.31%-16.8pp | 64.67%-48.1pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,313 | $3,100-25.4% | $4,672-50.5% | $2,755-16.0% |
| Participant deferral / active EE | $5,692 | $3,452+64.9% | $5,626+1.2% | $4,296+32.5% |
| Admin fee / account holder | $9,574 | $7,997+19.7% | $15,912-39.8% | $6,918+38.4% |