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 | $74,788 | $87,841-14.9% | $133,980-44.2% | $62,891+18.9% |
| Participation rate | 94.3% | 83.4%+10.9pp | 87.1%+7.2pp | 69.3%+25.0pp |
| Annual return | 7.50% | 12.05%-4.6pp | 29.30%-21.8pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,979 | $3,483-43.2% | $5,211-62.0% | $2,281-13.2% |
| Participant deferral / active EE | $3,720 | $4,812-22.7% | $6,282-40.8% | $3,203+16.2% |
| Admin fee / account holder | $377 | $5,371-93.0% | $9,324-96.0% | $4,296-91.2% |