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 | $67,021 | $78,422-14.5% | $95,952-30.2% | $79,858-16.1% |
| Participation rate | 79.4% | 73.5%+5.9pp | 77.1%+2.3pp | 69.6%+9.7pp |
| Annual return | 14.74% | 19.37%-4.6pp | 91.61%-76.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,038 | $1,945+4.8% | $2,541-19.8% | $2,471-17.5% |
| Participant deferral / active EE | $4,377 | $3,440+27.2% | $4,167+5.0% | $3,740+17.0% |
| Admin fee / account holder | $6,433 | $5,622+14.4% | $6,795-5.3% | $5,306+21.2% |