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 | $88,096 | $85,766+2.7% | $136,294-35.4% | $70,131+25.6% |
| Participation rate | 80.8% | 74.2%+6.6pp | 81.9%-1.2pp | 69.5%+11.2pp |
| Annual return | 19.27% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $4,868 | $2,966+64.1% | $4,695+3.7% | $2,342+107.8% |
| Participant deferral / active EE | $3,229 | $5,051-36.1% | $6,247-48.3% | $3,332-3.1% |
| Admin fee / account holder | $1,811 | $5,420-66.6% | $9,243-80.4% | $4,645-61.0% |