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 | $97,444 | $83,477+16.7% | $125,175-22.2% | $72,985+33.5% |
| Participation rate | 72.1% | 73.3%-1.2pp | 79.8%-7.7pp | 69.5%+2.6pp |
| Annual return | 18.32% | 25.78%-7.5pp | 43.79%-25.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,097 | $2,345-53.2% | $3,865-71.6% | $2,440-55.0% |
| Participant deferral / active EE | $3,374 | $3,585-5.9% | $4,937-31.7% | $3,607-6.5% |
| Admin fee / account holder | $4,549 | $5,517-17.5% | $9,702-53.1% | $5,124-11.2% |