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 | $66,966 | $76,552-12.5% | $123,892-45.9% | $62,891+6.5% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 6.27% | 18.68%-12.4pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,543 | $2,883-46.5% | $4,617-66.6% | $2,281-32.3% |
| Participant deferral / active EE | $6,267 | $4,840+29.5% | $5,984+4.7% | $3,203+95.7% |
| Admin fee / account holder | $18,251 | $4,826+278.2% | $8,357+118.4% | $4,296+324.9% |