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 | $80,863 | $109,359-26.1% | $162,163-50.1% | $72,985+10.8% |
| Participation rate | 86.5% | 84.3%+2.2pp | 87.6%-1.1pp | 69.5%+17.0pp |
| Annual return | 17.61% | 25.46%-7.8pp | 115.59%-98.0pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,880 | $3,907-51.9% | $5,614-66.5% | $2,440-23.0% |
| Participant deferral / active EE | $4,021 | $5,481-26.6% | $7,298-44.9% | $3,607+11.5% |
| Admin fee / account holder | $3,135 | $7,972-60.7% | $10,843-71.1% | $5,124-38.8% |