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 | $74,233 | $72,492+2.4% | $87,100-14.8% | $72,985+1.7% |
| Participation rate | 85.0% | 72.8%+12.2pp | 76.9%+8.1pp | 69.5%+15.5pp |
| Annual return | 20.48% | 24.46%-4.0pp | 28.19%-7.7pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,202 | $1,894-36.5% | $2,521-52.3% | $2,440-50.7% |
| Participant deferral / active EE | $2,133 | $3,270-34.8% | $4,049-47.3% | $3,607-40.9% |
| Admin fee / account holder | $1,631 | $5,055-67.7% | $7,497-78.2% | $5,124-68.2% |