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 | $72,025 | $85,766-16.0% | $136,294-47.2% | $70,131+2.7% |
| Participation rate | 83.9% | 74.2%+9.8pp | 81.9%+2.0pp | 69.5%+14.4pp |
| Annual return | 26.99% | 31.45%-4.5pp | 5155.94%-5128.9pp | 73.14%-46.1pp |
| Employer contribution / active EE | $2,055 | $2,966-30.7% | $4,695-56.2% | $2,342-12.3% |
| Participant deferral / active EE | $3,532 | $5,051-30.1% | $6,247-43.5% | $3,332+6.0% |
| Admin fee / account holder | $2,628 | $5,420-51.5% | $9,243-71.6% | $4,645-43.4% |