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 | $66,668 | $93,571-28.8% | $135,903-50.9% | $75,163-11.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 16.68% | 30.90%-14.2pp | 68.23%-51.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,854 | $3,537-47.6% | $4,856-61.8% | $2,670-30.6% |
| Participant deferral / active EE | $5,713 | $6,404-10.8% | $7,758-26.4% | $4,125+38.5% |
| Admin fee / account holder | $917 | $6,975-86.9% | $10,762-91.5% | $5,651-83.8% |