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 | $80,183 | $86,929-7.8% | $102,423-21.7% | $80,856-0.8% |
| Participation rate | 71.4% | 72.4%-0.9pp | 76.5%-5.1pp | 67.6%+3.8pp |
| Annual return | 15.36% | 18.88%-3.5pp | 29.32%-14.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,538 | $2,369-35.1% | $3,023-49.1% | $2,755-44.2% |
| Participant deferral / active EE | $4,685 | $4,118+13.8% | $5,053-7.3% | $4,296+9.1% |
| Admin fee / account holder | $661 | $8,049-91.8% | $9,451-93.0% | $6,918-90.5% |