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 | $76,263 | $91,760-16.9% | $156,181-51.2% | $67,986+12.2% |
| Participation rate | 71.7% | 65.0%+6.7pp | 78.8%-7.1pp | 57.2%+14.5pp |
| Annual return | 16.63% | 18.14%-1.5pp | 64.87%-48.2pp | 31.67%-15.0pp |
| Employer contribution / active EE | $1,859 | $2,419-23.2% | $4,294-56.7% | $2,019-7.9% |
| Participant deferral / active EE | $7,367 | $3,960+86.0% | $6,132+20.1% | $3,358+119.4% |
| Admin fee / account holder | $12,513 | $3,949+216.9% | $14,586-14.2% | $3,203+290.6% |