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 | $74,831 | $105,856-29.3% | $285,549-73.8% | $116,875-36.0% |
| Participation rate | 93.2% | 68.4%+24.8pp | 83.2%+10.0pp | 74.5%+18.7pp |
| Annual return | 13.13% | 16.47%-3.3pp | 7.15%+6.0pp | 16.29%-3.2pp |
| Employer contribution / active EE | $2,919 | $2,968-1.6% | $5,022-41.9% | $3,288-11.2% |
| Participant deferral / active EE | $5,256 | $2,757+90.7% | $4,549+15.6% | $3,885+35.3% |
| Admin fee / account holder | $8,673 | $7,416+17.0% | $13,934-37.8% | $12,263-29.3% |