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 | $82,602 | $85,022-2.8% | $70,515+17.1% | $139,434-40.8% |
| Participation rate | 92.3% | 73.9%+18.4pp | 68.3%+24.0pp | 80.3%+12.0pp |
| Annual return | 14.34% | 30.38%-16.0pp | 32.77%-18.4pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,077 | $3,909-21.3% | $2,973+3.5% | $4,751-35.2% |
| Participant deferral / active EE | $0 | $5,890-100.0% | $4,567-100.0% | $6,710-100.0% |
| Admin fee / account holder | $579 | $8,906-93.5% | $6,412-91.0% | $11,403-94.9% |