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 | $83,316 | $76,552+8.8% | $123,892-32.8% | $62,891+32.5% |
| Participation rate | 86.3% | 73.0%+13.3pp | 81.4%+4.9pp | 69.3%+17.0pp |
| Annual return | 7.99% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,179 | $2,883-59.1% | $4,617-74.5% | $2,281-48.3% |
| Participant deferral / active EE | $4,971 | $4,840+2.7% | $5,984-16.9% | $3,203+55.2% |
| Admin fee / account holder | $14,429 | $4,826+199.0% | $8,357+72.7% | $4,296+235.9% |