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 | $90,821 | $109,413-17.0% | $156,263-41.9% | $84,808+7.1% |
| Participation rate | 87.3% | 72.7%+14.6pp | 78.9%+8.4pp | 68.3%+19.0pp |
| Annual return | 13.82% | 20.18%-6.4pp | 59.47%-45.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,484 | $2,907-48.9% | $4,333-65.7% | $2,631-43.6% |
| Participant deferral / active EE | $5,180 | $4,590+12.9% | $6,158-15.9% | $4,212+23.0% |
| Admin fee / account holder | $9,842 | $9,357+5.2% | $14,255-31.0% | $7,344+34.0% |