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 | $73,907 | $58,512+26.3% | $84,015-12.0% | $72,985+1.3% |
| Participation rate | 77.2% | 61.2%+16.0pp | 69.0%+8.2pp | 69.5%+7.7pp |
| Annual return | 23.21% | 28.93%-5.7pp | 71.31%-48.1pp | 81.00%-57.8pp |
| Employer contribution / active EE | $914 | $1,163-21.4% | $1,983-53.9% | $2,440-62.6% |
| Participant deferral / active EE | $2,896 | $2,394+21.0% | $3,239-10.6% | $3,607-19.7% |
| Admin fee / account holder | $1,768 | $4,569-61.3% | $6,101-71.0% | $5,124-65.5% |