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 | $57,541 | $57,065+0.8% | $75,670-24.0% | $70,131-18.0% |
| Participation rate | 80.6% | 68.1%+12.6pp | 72.3%+8.3pp | 69.5%+11.1pp |
| Annual return | 13.21% | 23.57%-10.4pp | 27.34%-14.1pp | 73.14%-59.9pp |
| Employer contribution / active EE | $438 | $1,817-75.9% | $2,352-81.4% | $2,342-81.3% |
| Participant deferral / active EE | $3,243 | $2,580+25.7% | $3,142+3.2% | $3,332-2.7% |
| Admin fee / account holder | $471 | $3,825-87.7% | $5,800-91.9% | $4,645-89.9% |