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 | $84,549 | $45,035+87.7% | $62,995+34.2% | $70,131+20.6% |
| Participation rate | 91.3% | 69.5%+21.7pp | 74.8%+16.4pp | 69.5%+21.7pp |
| Annual return | 14.27% | 18.76%-4.5pp | 87.57%-73.3pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,418 | $2,051-30.9% | $2,759-48.6% | $2,342-39.5% |
| Participant deferral / active EE | $2,400 | $2,465-2.6% | $3,329-27.9% | $3,332-28.0% |
| Admin fee / account holder | $4,854 | $2,834+71.2% | $3,600+34.8% | $4,645+4.5% |