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 | $89,381 | $67,606+32.2% | $82,313+8.6% | $70,131+27.4% |
| Participation rate | 73.0% | 72.8%+0.2pp | 76.9%-3.9pp | 69.5%+3.4pp |
| Annual return | 14.13% | 21.57%-7.4pp | 25.88%-11.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $970 | $1,755-44.7% | $2,428-60.1% | $2,342-58.6% |
| Participant deferral / active EE | $5,097 | $2,987+70.7% | $3,706+37.5% | $3,332+53.0% |
| Admin fee / account holder | $1,029 | $4,512-77.2% | $5,608-81.6% | $4,645-77.8% |