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 | $78,530 | $109,881-28.5% | $150,045-47.7% | $84,808-7.4% |
| Participation rate | 73.3% | 76.1%-2.8pp | 82.3%-9.0pp | 68.3%+5.0pp |
| Annual return | 15.24% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,897 | $3,561+9.4% | $4,693-17.0% | $2,631+48.1% |
| Participant deferral / active EE | $8,023 | $6,636+20.9% | $7,997+0.3% | $4,212+90.5% |
| Admin fee / account holder | $8,727 | $8,568+1.9% | $13,435-35.0% | $7,344+18.8% |