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 | $83,510 | $125,758-33.6% | $169,993-50.9% | $75,163+11.1% |
| Participation rate | 93.2% | 83.6%+9.6pp | 87.0%+6.2pp | 67.2%+26.0pp |
| Annual return | 13.84% | 27.20%-13.4pp | 53.37%-39.5pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,419 | $4,615-47.6% | $6,785-64.4% | $2,670-9.4% |
| Participant deferral / active EE | $4,940 | $6,837-27.7% | $10,408-52.5% | $4,125+19.8% |
| Admin fee / account holder | $22,657 | $8,173+177.2% | $12,815+76.8% | $5,651+300.9% |