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 | $57,051 | $87,841-35.1% | $133,980-57.4% | $62,891-9.3% |
| Participation rate | 86.5% | 83.4%+3.1pp | 87.1%-0.6pp | 69.3%+17.2pp |
| Annual return | 6.25% | 12.05%-5.8pp | 29.30%-23.1pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,298 | $3,483-34.0% | $5,211-55.9% | $2,281+0.7% |
| Participant deferral / active EE | $3,139 | $4,812-34.8% | $6,282-50.0% | $3,203-2.0% |
| Admin fee / account holder | $4,167 | $5,371-22.4% | $9,324-55.3% | $4,296-3.0% |