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 | $94,451 | $148,978-36.6% | $200,582-52.9% | $84,808+11.4% |
| Participation rate | 84.1% | 84.2%-0.1pp | 86.9%-2.8pp | 68.3%+15.8pp |
| Annual return | 17.01% | 28.16%-11.1pp | 42.33%-25.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,086 | $4,815-35.9% | $6,419-51.9% | $2,631+17.3% |
| Participant deferral / active EE | $3,892 | $7,142-45.5% | $9,331-58.3% | $4,212-7.6% |
| Admin fee / account holder | $1,297 | $13,977-90.7% | $16,305-92.0% | $7,344-82.3% |