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 | $78,117 | $58,851+32.7% | $115,157-32.2% | $72,985+7.0% |
| Participation rate | 82.8% | 65.5%+17.2pp | 75.9%+6.9pp | 69.5%+13.3pp |
| Annual return | 21.04% | 23.16%-2.1pp | 35.60%-14.6pp | 81.00%-60.0pp |
| Employer contribution / active EE | $715 | $1,798-60.2% | $3,179-77.5% | $2,440-70.7% |
| Participant deferral / active EE | $6,750 | $2,643+155.4% | $4,168+61.9% | $3,607+87.1% |
| Admin fee / account holder | $10,163 | $6,370+59.6% | $7,088+43.4% | $5,124+98.3% |