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 | $84,371 | $95,453-11.6% | $112,040-24.7% | $82,448+2.3% |
| Participation rate | 71.4% | 72.8%-1.3pp | 76.5%-5.1pp | 68.1%+3.4pp |
| Annual return | 13.12% | 23.92%-10.8pp | 24.52%-11.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,195 | $2,318-48.5% | $2,954-59.6% | $2,551-53.2% |
| Participant deferral / active EE | $2,788 | $4,224-34.0% | $5,098-45.3% | $4,139-32.7% |
| Admin fee / account holder | $25,863 | $9,013+186.9% | $12,098+113.8% | $7,234+257.5% |