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 4-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 | $91,505 | $117,983-22.4% | $101,794-10.1% | $142,382-35.7% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.2%+4.1pp | 80.1%-6.8pp |
| Annual return | 19.27% | 36.92%-17.7pp | 30.53%-11.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,720 | $2,773-38.0% | $2,289-24.9% | $4,299-60.0% |
| Participant deferral / active EE | $6,376 | $4,714+35.3% | $4,084+56.1% | $6,507-2.0% |
| Admin fee / account holder | $6,535 | $10,433-37.4% | $8,777-25.5% | $12,624-48.2% |