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 | $93,313 | $95,803-2.6% | $113,168-17.5% | $84,808+10.0% |
| Participation rate | 72.7% | 72.9%-0.1pp | 76.6%-3.8pp | 68.3%+4.4pp |
| Annual return | 14.87% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,908 | $2,360-19.2% | $2,975-35.9% | $2,631-27.5% |
| Participant deferral / active EE | $4,724 | $4,242+11.4% | $5,107-7.5% | $4,212+12.2% |
| Admin fee / account holder | $4,953 | $8,989-44.9% | $12,068-59.0% | $7,344-32.6% |