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 | $67,818 | $85,766-20.9% | $136,294-50.2% | $70,131-3.3% |
| Participation rate | 72.9% | 74.2%-1.2pp | 81.9%-9.0pp | 69.5%+3.4pp |
| Annual return | 21.88% | 31.45%-9.6pp | 5155.94%-5134.1pp | 73.14%-51.3pp |
| Employer contribution / active EE | $1,552 | $2,966-47.7% | $4,695-67.0% | $2,342-33.8% |
| Participant deferral / active EE | $3,979 | $5,051-21.2% | $6,247-36.3% | $3,332+19.4% |
| Admin fee / account holder | $1,660 | $5,420-69.4% | $9,243-82.0% | $4,645-64.3% |