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 | $83,479 | $101,724-17.9% | $164,813-49.3% | $80,856+3.2% |
| Participation rate | 81.9% | 71.8%+10.1pp | 78.6%+3.3pp | 67.6%+14.3pp |
| Annual return | 14.37% | 16.72%-2.3pp | 69.93%-55.6pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,486 | $2,953-15.8% | $4,341-42.7% | $2,755-9.8% |
| Participant deferral / active EE | $3,490 | $4,477-22.0% | $6,031-42.1% | $4,296-18.8% |
| Admin fee / account holder | $665 | $8,227-91.9% | $12,690-94.8% | $6,918-90.4% |