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 | $38,590 | $37,426+3.1% | $77,482-50.2% | $79,858-51.7% |
| Participation rate | 93.2% | 41.5%+51.6pp | 54.2%+39.0pp | 69.6%+23.5pp |
| Annual return | 12.26% | 39.70%-27.4pp | 54.79%-42.5pp | 31.71%-19.5pp |
| Employer contribution / active EE | $792 | $637+24.4% | $986-19.7% | $2,471-68.0% |
| Participant deferral / active EE | $1,446 | $1,260+14.8% | $1,861-22.3% | $3,740-61.3% |
| Admin fee / account holder | $684 | $2,504-72.7% | $2,858-76.1% | $5,306-87.1% |