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 | $58,702 | $106,749-45.0% | $145,433-59.6% | $82,448-28.8% |
| Participation rate | 91.5% | 75.6%+15.8pp | 82.1%+9.4pp | 68.1%+23.4pp |
| Annual return | 17.70% | 27.59%-9.9pp | 66.58%-48.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,811 | $3,444-18.4% | $4,554-38.3% | $2,551+10.2% |
| Participant deferral / active EE | $5,194 | $6,519-20.3% | $7,897-34.2% | $4,139+25.5% |
| Admin fee / account holder | $1,055 | $8,390-87.4% | $13,129-92.0% | $7,234-85.4% |