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 | $83,559 | $76,552+9.2% | $123,892-32.6% | $62,891+32.9% |
| Participation rate | 94.7% | 73.0%+21.8pp | 81.4%+13.3pp | 69.3%+25.4pp |
| Annual return | 8.69% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,558 | $2,883-11.2% | $4,617-44.6% | $2,281+12.2% |
| Participant deferral / active EE | $4,799 | $4,840-0.8% | $5,984-19.8% | $3,203+49.8% |
| Admin fee / account holder | $787 | $4,826-83.7% | $8,357-90.6% | $4,296-81.7% |