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 | $79,710 | $106,749-25.3% | $145,433-45.2% | $82,448-3.3% |
| Participation rate | 95.1% | 75.6%+19.5pp | 82.1%+13.0pp | 68.1%+27.1pp |
| Annual return | 16.52% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,541 | $3,444-55.3% | $4,554-66.2% | $2,551-39.6% |
| Participant deferral / active EE | $5,576 | $6,519-14.5% | $7,897-29.4% | $4,139+34.7% |
| Admin fee / account holder | $1,310 | $8,390-84.4% | $13,129-90.0% | $7,234-81.9% |