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 | $64,426 | $58,828+9.5% | $77,999-17.4% | $62,891+2.4% |
| Participation rate | 85.1% | 71.1%+14.1pp | 75.5%+9.6pp | 69.3%+15.8pp |
| Annual return | 8.66% | 17.16%-8.5pp | 425.96%-417.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $889 | $1,672-46.8% | $2,470-64.0% | $2,281-61.0% |
| Participant deferral / active EE | $2,780 | $2,686+3.5% | $3,497-20.5% | $3,203-13.2% |
| Admin fee / account holder | $3,466 | $4,393-21.1% | $5,480-36.8% | $4,296-19.3% |