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 | $83,921 | $87,870-4.5% | $113,168-25.8% | $74,304+12.9% |
| Participation rate | 78.0% | 70.7%+7.3pp | 76.6%+1.4pp | 60.3%+17.7pp |
| Annual return | 17.10% | 26.44%-9.3pp | 24.27%-7.2pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,380 | $2,277-39.4% | $2,975-53.6% | $2,241-38.4% |
| Participant deferral / active EE | $6,198 | $4,241+46.1% | $5,107+21.4% | $3,767+64.5% |
| Admin fee / account holder | $6,597 | $3,368+95.9% | $12,068-45.3% | $2,969+122.2% |