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 | $26,576 | $106,515-75.0% | $96,683-72.5% | $139,434-80.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 14.00% | 38.43%-24.4pp | 35.69%-21.7pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,937 | $4,103-28.4% | $3,737-21.4% | $4,751-38.2% |
| Participant deferral / active EE | $6,050 | $5,454+10.9% | $4,878+24.0% | $6,710-9.8% |
| Admin fee / account holder | $3,345 | $7,877-57.5% | $6,730-50.3% | $11,403-70.7% |