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 | $71,081 | $89,355-20.5% | $141,162-49.6% | $72,985-2.6% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 24.89% | 111.85%-87.0pp | 71.39%-46.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $4,433 | $3,114+42.3% | $4,735-6.4% | $2,440+81.7% |
| Participant deferral / active EE | $4,516 | $5,418-16.6% | $6,709-32.7% | $3,607+25.2% |
| Admin fee / account holder | $369 | $5,958-93.8% | $10,261-96.4% | $5,124-92.8% |