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 | $78,756 | $81,248-3.1% | $155,509-49.4% | $80,856-2.6% |
| Participation rate | 82.8% | 66.2%+16.5pp | 78.2%+4.6pp | 67.6%+15.1pp |
| Annual return | 12.99% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,458 | $3,100-53.0% | $4,672-68.8% | $2,755-47.1% |
| Participant deferral / active EE | $3,612 | $3,452+4.6% | $5,626-35.8% | $4,296-15.9% |
| Admin fee / account holder | $866 | $7,997-89.2% | $15,912-94.6% | $6,918-87.5% |