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 | $78,120 | $98,750-20.9% | $149,696-47.8% | $79,858-2.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 16.48% | 27.43%-10.9pp | 276.60%-260.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,359 | $3,216-26.6% | $4,644-49.2% | $2,471-4.5% |
| Participant deferral / active EE | $5,819 | $5,680+2.4% | $6,842-15.0% | $3,740+55.6% |
| Admin fee / account holder | $477 | $6,053-92.1% | $9,309-94.9% | $5,306-91.0% |