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 | $61,292 | $94,625-35.2% | $116,228-47.3% | $84,808-27.7% |
| Participation rate | 84.6% | 70.4%+14.2pp | 74.6%+10.1pp | 68.3%+16.3pp |
| Annual return | 14.91% | 20.40%-5.5pp | 90.06%-75.2pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,817 | $2,347-22.6% | $2,994-39.3% | $2,631-30.9% |
| Participant deferral / active EE | $4,893 | $3,972+23.2% | $4,953-1.2% | $4,212+16.2% |
| Admin fee / account holder | $2,723 | $10,091-73.0% | $11,989-77.3% | $7,344-62.9% |