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 | $90,163 | $109,881-17.9% | $150,045-39.9% | $84,808+6.3% |
| Participation rate | 77.4% | 76.1%+1.3pp | 82.3%-4.9pp | 68.3%+9.1pp |
| Annual return | 16.04% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,097 | $3,561-13.0% | $4,693-34.0% | $2,631+17.7% |
| Participant deferral / active EE | $7,188 | $6,636+8.3% | $7,997-10.1% | $4,212+70.7% |
| Admin fee / account holder | $20,638 | $8,568+140.9% | $13,435+53.6% | $7,344+181.0% |