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 | $83,547 | $138,385-39.6% | $184,200-54.6% | $80,874+3.3% |
| Participation rate | 70.7% | 83.9%-13.1pp | 86.8%-16.1pp | 67.6%+3.1pp |
| Annual return | 26.80% | 20.02%+6.8pp | 28.80%-2.0pp | 35.62%-8.8pp |
| Employer contribution / active EE | $2,998 | $4,849-38.2% | $6,424-53.3% | $2,756+8.8% |
| Participant deferral / active EE | $3,123 | $7,073-55.8% | $9,132-65.8% | $4,297-27.3% |
| Admin fee / account holder | $13,884 | $10,483+32.4% | $13,907-0.2% | $6,935+100.2% |