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 | $81,292 | $80,717+0.7% | $154,803-47.5% | $84,808-4.1% |
| Participation rate | 97.7% | 66.8%+30.9pp | 78.1%+19.7pp | 68.3%+29.4pp |
| Annual return | 14.23% | 37.96%-23.7pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,851 | $2,761-33.0% | $4,305-57.0% | $2,631-29.6% |
| Participant deferral / active EE | $5,213 | $3,303+57.8% | $5,540-5.9% | $4,212+23.8% |
| Admin fee / account holder | $3,537 | $6,746-47.6% | $14,329-75.3% | $7,344-51.8% |