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 | $98,702 | $83,477+18.2% | $125,175-21.1% | $72,985+35.2% |
| Participation rate | 77.8% | 73.3%+4.5pp | 79.8%-2.0pp | 69.5%+8.3pp |
| Annual return | 22.51% | 25.78%-3.3pp | 43.79%-21.3pp | 81.00%-58.5pp |
| Employer contribution / active EE | $762 | $2,345-67.5% | $3,865-80.3% | $2,440-68.8% |
| Participant deferral / active EE | $4,333 | $3,585+20.8% | $4,937-12.2% | $3,607+20.1% |
| Admin fee / account holder | $8,721 | $5,517+58.1% | $9,702-10.1% | $5,124+70.2% |