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 | $52,812 | $60,349-12.5% | $74,183-28.8% | $62,891-16.0% |
| Participation rate | 88.9% | 72.7%+16.2pp | 76.6%+12.3pp | 69.3%+19.6pp |
| Annual return | 8.53% | 21.37%-12.8pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,583 | $1,680-5.8% | $2,370-33.2% | $2,281-30.6% |
| Participant deferral / active EE | $4,564 | $2,856+59.8% | $3,550+28.6% | $3,203+42.5% |
| Admin fee / account holder | $3,056 | $4,261-28.3% | $5,586-45.3% | $4,296-28.9% |