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 | $77,155 | $106,749-27.7% | $145,433-46.9% | $82,448-6.4% |
| Participation rate | 83.1% | 75.6%+7.4pp | 82.1%+1.0pp | 68.1%+15.0pp |
| Annual return | 19.54% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $3,159 | $3,444-8.3% | $4,554-30.6% | $2,551+23.9% |
| Participant deferral / active EE | $11,274 | $6,519+73.0% | $7,897+42.8% | $4,139+172.4% |
| Admin fee / account holder | $1,563 | $8,390-81.4% | $13,129-88.1% | $7,234-78.4% |