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 | $76,001 | $85,766-11.4% | $136,294-44.2% | $70,131+8.4% |
| Participation rate | 85.2% | 74.2%+11.1pp | 81.9%+3.3pp | 69.5%+15.7pp |
| Annual return | 20.62% | 31.45%-10.8pp | 5155.94%-5135.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $2,290 | $2,966-22.8% | $4,695-51.2% | $2,342-2.2% |
| Participant deferral / active EE | $4,936 | $5,051-2.3% | $6,247-21.0% | $3,332+48.2% |
| Admin fee / account holder | $2,958 | $5,420-45.4% | $9,243-68.0% | $4,645-36.3% |